Man So

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2001 → 12/2019
  Jpmorgan Chase Bank Na
  New York, NY
• 01/2020 → Present
  Jp Morgan Securities, Llc
  Brooklyn, NY
• 01/2020 → Present
  Jp Morgan Chase Bank, N.A.
  Brooklyn, NY
• 05/2025 → Present
  Public Partnership Llc
  Binghamton, NY

Other Businesses

Entity Name: Public Partnership LLC Investment related: No "Address: P.O Box 310 Binghamton, NY 13902" Nature of the other business: Assisted Living Position/Title/Relationship: Employee/Contractor Start Date: 05/03/2025 Approximate # of hours a week: More than 20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a home care service company, I work as a home care attendant to take care of my parents

Exams

• S66 Uniform Combined State Law Examination
  2020-05-15
• S63 Uniform Securities Agent State Law Examination
  2005-07-27

Other Names

• Peter So