Zachary Pratt Remsen

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

• 03/2022 → Present
  Jpmorgan Chase Bank, Na
  New York, NY
• 03/2022 → Present
  Jpmorgan Securities Llc
  New York, NY
• 06/2021 → Present
  Newbrook Capital
  New York, NY
• 08/2019 → 05/2021
  Activate Consulting
  New York, NY
• 06/2017 → 08/2017
  National Football League
  New York, NY
• 09/2016 → 05/2018
  Dartmouth College
  Hanover, NH
• 06/2018 → 07/2019
  Unemployed
  Locust Valley, NY

Other Businesses

Entity Name: Whoop, Inc Investment related: No "Address: Whoop, Inc. One Kenmore Sq, Boston, MA 02215. www.whoop.com" Nature of the other business: Health & Wellness Position/Title/Relationship: Owner/Partner Start Date: 09/04/2012 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am an angel investor in Whoop, it was founded by my best friend and who is the current CEO. I invested in 2012, the company has not had a liquidity event. I have no interest/place of influence in the company outside of my one investment made.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-20
• S63 Uniform Securities Agent State Law Examination
  2011-09-06