Alexandria Nguyen-Kuwamoto

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

• 03/2016 → 09/2019
  Bridge Bank, A Division Of Western Alliance Bank
  San Francisco, CA
• 09/2019 → 10/2022
  Fidelity Brokerage Services Llc
  San Francisco, CA
• 10/2022 → Present
  First Republic Investment Management, Inc
  San Francisco, CA
• 10/2022 → 10/2023
  First Republic Securities Company, Llc
  San Francisco, CA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  San Francisco, CA

Previous Registrations

• 2022-10-31 → 2025-03-17
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
  San Francisco, CA
• 2020-02-06 → 2022-11-01
  Fidelity Personal And Workplace Advisors
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-02-04
• S63 Uniform Securities Agent State Law Examination
  2010-09-01

Other Names

• Alex Nguyen-Kuwamoto
• Alexandria Phi Anh Nguyen
• Alexandria Phianh Nguyen
• Alexandria P A Nguyen-Kuwamoto
• Alexandria Nguyen-Kuwamoto
• Alexandria Phi Anh Nguyen-Kuwamoto