Jennifer Sherwood

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

• 07/2011 → 10/2018
  Jpmorgan Chase Bank Na
  Cincinnati, OH
• 05/2017 → 10/2018
  Jpmorgan Securities Llc
  Cincinnati, OH
• 10/2018 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH
• 10/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Cincinnati, OH
• 10/2024 → Present
  J.P. Morgan Securities Llc
  Cincinnati, OH

Previous Registrations

• 2019-05-22 → 2024-10-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH
  Cincinnati, OH
  Chicago, IL

Other Businesses

I*126718 For profit or not for profit: Non-Profit Organization Name of outside business organization: Talbert House Investment related: N Address of business: Cincinnati, Ohio 45206 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 9/23/2019 Number of hours devoted: 12 hour(s) Quarterly Number of hours devoted during trading hours: 4 Duties: Board Member I*870295 For profit or not for profit: Entity Charitable Name of outside business organization: NewPath Child & Family Solutions Formerly St Joseph Orphanage Investment related: N Address of business: Cincinnati, Ohio, 45239 Nature of business: ["Charitable Organization"] Position, title, association: ["Committee","Board Member"], [["Other"]] Start date of relationship: 6/1/2022 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: , Board Member ; Committee member

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-20
• S63 Uniform Securities Agent State Law Examination
  2017-09-29

Other Names

• Jennifer Ann Seibert
• Jennifer Sherwood
• Jennifer Ann Folan
• Jennifer A Folan
• Jennifer Folan
• Jennifer A Sherwood
• Jennifer Ann Sherwood
• Jennifer A Seibert