Elizabeth Mary Mariconda

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

• 08/2008 → 01/2018
  Jpmorgan Chase Bank Na
  Somers, NY
• 10/2012 → Present
  J.P. Morgan Securities Llc
  West Harrison, NY
• 01/2018 → Present
  Jpmorgan Chase Bank, N.A.
  West Harrison, NY

Previous Registrations

• 2012-07-20 → 2012-10-01
  Chase Investment Services Corp.
  Somers, NY
  Yorktown Heights, NY
  Somers, NY

Exams

• S66 Uniform Combined State Law Examination
  2012-07-13
• S63 Uniform Securities Agent State Law Examination
  2008-09-26

Other Names

• Elizabeth M Kavanagh
• Elizabeth M Mariconda
• Liz Mariconda