Kelly A Epstein

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.
  Chicago, IL
• 10/2008 → Present
  J.P. Morgan Securities Llc
  Chicago, IL

Other Businesses

Entity Name: Conway Farms Golf Club Investment related: No Address: 425 Conway Farms Drive Lake Forest, IL 60045 Nature of the other business: Golf Club Position/Title/Relationship: Board Member Start Date: 07/15/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Private golf club and I would be on the board of directors. No committee for now. I would be attending monthly meetings and be part of a governing board of all aspects of the golf club. No connection to JP Morgan. Entity Name: Western Golf Association/Evans Scholarship Foundation Investment related: No Address: 1 Golf, IL www.wgaesf.org Nature of the other business: Golf Association Position/Title/Relationship: Director Start Date: 01-Jan-2015 Approximate # of hours a month: minimal Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Director 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
  1995-06-12
• S63 Uniform Securities Agent State Law Examination
  1992-06-15

Other Names

• Kelly Ann Epstein
• Kelly Ann Przybysz