Carla Harroz

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

• 09/2014 → 09/2016
  Gs Services (Bvi)
  Dubai
• 09/2016 → 06/2019
  Goldman Sachs Intenational-Investment Banking Division
  London
• 02/2020 → 10/2022
  Jopwell Inc
  New York, NY
• 10/2022 → 01/2023
  2045 Studio
  New York, NY
• 01/2023 → 04/2024
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2024 → 08/2024
  Unemployed
  Oklahoma City, OK
• 09/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Oklahoma City, OK
• 09/2024 → Present
  J.P. Morgan Securities Llc
  Oklahoma City, OK
• 06/2019 → 02/2020
  Unemployed
  Colts Neck, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-11-22
• S63 Uniform Securities Agent State Law Examination
  2011-08-26
• S65 Uniform Investment Adviser Law Examination
  2009-09-19

Other Names

• Carla Zerriny
• Carla Zerriny Harroz