Omar Ibarra

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

• 03/2010 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 06/2020 → Present
  Nopalli, Llc.
  Los Angeles, CA
• 10/2024 → Present
  1427 W 17Th Inc
  Chicago, IL

Previous Registrations

• 2012-05-02 → 2012-10-01
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

Entity Name: 1427 W 17th St Inc Investment related: No Address: Chicago, IL Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Residential rental property ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: NOPALLI, LLC. POSITION: CO-OWNER START DATE: 6/30/2020 ADDRESS: 1550 Los Angeles, CA DETAILS: RESPONSIBLE FOR MOST OF THE FINANCIAL DUTIES / WE WILL SPLIT THE DECISION-MAKING. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 10-15 HOURS HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 8/1/2013 ADDRESS: 3443 CHICAGO, IL DETAILS: rental unit HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 INVESTMENT RELATED: YES

Exams

• S66 Uniform Combined State Law Examination
  2012-04-30
• S63 Uniform Securities Agent State Law Examination
  2010-04-02