Annemarie Von Der Goltz

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

• 01/2016 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 01/2016 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2022 → Present
  Alliance Consumer Growth Fund V
  New York, NY
• 07/2024 → Present
  Skin Design London Limited
  Berkeley Suite

Previous Registrations

• 2011-09-12 → 2016-02-09
  Credit Suisse Securities (Usa) Llc
  New York, NY

Other Businesses

Entity Name: Skin Design London Limited Investment related: No Address: 35 Berkeley Square, Berkeley Suite, London, England W1J 5BF Nature of the other business: Cosmetics Position/Title/Relationship: Owner/Partner Start Date: 07/17/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Only investing, no involvement whatsoever beyond the financial investment Entity Name: Alliance Consumer Growth Fund V Investment related: No "Address: www.acgpartners.com 410 Park Ave New York, NY 10022" Nature of the other business: Commerce Position/Title/Relationship: Owner/Partner Start Date: 09/30/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Growth equity in consumer focused private businesses Entity Name: Petagma LLC Investment related: No Address: 465 West End Ave, 11D New York, NY 10024 Nature of the other business: Consultant Services Position/Title/Relationship: Owner/Partner (Indirect) Start Date: 03/25/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The LLC is for my husband's new consulting job for a fintech co./managing the partnership and acquisition division. I will own 1% of the LLC, my 1% will be non-voting & non-controlling, the purpose is purely for asset protection purposes via a multi member LLC. I will provide no services/be passive. Entity Name: Schnitzel LLC Investment related: N Address: Needham MA 02492 Nature of the other business: Real Estate Position/Title/Relationship: Owner/ Partner Start Date: 06/11/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I formed the LLC to own a house; the house was purchased September 2021. The only assets the LLC holds are this property and a checking account to service the property, and I am the sole owner. I do plan on occasionally renting the home out as well as it is a vacation destination. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-09

Other Names

• Annemarie C Von Der Goltz
• Annemarie Christine Von Der Goltz