Camilla Rab

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

• 06/2000 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2000 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Other Businesses

Entity Name: Robert Packer Insurance Trust Investment related: Y Address: 230 Central Park West , NY, NY 10024 Nature of the other business: Trust Position/Title/Relationship: Trustee Start Date: 11/24/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 10 "Briefly describe your duties: This is a Trust to hold my husband's insurance and I am the Trustee. As a Trustee, I am responsible for paying the annual premium. It is not similar to my JPMC role"

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-05
• S63 Uniform Securities Agent State Law Examination
  2003-02-03