Jamie Lee Umberger

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

• 12/2018 → Present
  Jpmorgan Chase Bank, Na.
  Fort Lauderdale, FL
• 12/2018 → Present
  J.P. Morgan Securities Llc
  Fort Lauderdale, FL
• 10/2016 → 12/2018
  Bank Of Ny Mellon Wealth Management
  Boca Raton, FL
• 06/2016 → 10/2016
  Unemployed
  Buffalo, NY

Previous Registrations

• 2000-10-01 → 2006-03-21
  Wells Fargo Clearing Services, Llc
  Delray Beach, FL

Other Businesses

Entity Name: Paint Smart Inc. Investment related: Yes Address: Deerfield Beach, Florida Nature of the other business: Business activities include painting, carpentry, handy man activities and renovations Position/Title/Relationship: Officer/Secretary Start Date: 14-Oct-2003 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Sign on behalf of the business's bank account and remit payments for bills due from the company. I am not involved in the day to day activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-28
• S63 Uniform Securities Agent State Law Examination
  2019-03-22

Other Names

• Jamie Lee Raiser