Julie Sterling

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

• 03/2019 → 04/2019
  New Milford Public Schools
  New Milford, CT
• 08/2019 → Present
  Jp Morgan Securities, Llc
  Ridgefield, CT
• 08/2019 → Present
  Jp Morgan Chase Bank, N.A.
  Ridgefield, CT
• 04/2008 → 08/2019
  Capitol Securities Management, Inc
  Ridgefield, CT

Previous Registrations

• 2008-07-31 → 2019-08-26
  Capitol Securities Management, Inc.
  New Milford, CT
  Hickory, NC
  Glen Allen, VA
  Morristown, NJ
  Glen Allen, VA

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: EDGEMONT B3 POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 11/2/1999 ADDRESS: 768 KILLINGTON, VT DETAILS: Rental income INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-30
• S63 Uniform Securities Agent State Law Examination
  1994-06-30

Other Names

• Julie Marie Signorelli
• Julie Marie Sterling