Christopher S Boggs

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

• 10/2010 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 10/2008 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 04/2017 → 01/2022
  Boggs Realty
  San Anselmo / Olympic Valley, CA
• 05/2022 → Present
  Boggs Real Estate
  San Anselmo, CA

Other Businesses

Entity Name: Boggs Real Estate Investment related: No "Address: San Anselmo CA 94960" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/15/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Cottage short term rental on my property... Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-30
• S63 Uniform Securities Agent State Law Examination
  1998-01-26

Other Names

• Christopher Simon Boggs