Courtney Michelle Acarregui Tavangaran

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

• 07/2016 → 01/2020
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 07/2016 → 01/2020
  Jpmorgan Chase Bank
  Los Angeles, CA
• 01/2020 → Present
  Jpmorgan Chase Bank Na
  Dallas, TX
• 01/2020 → Present
  Jpmorgan Securities Llc
  Dallas, TX

Other Businesses

Entity Name: Dallas Area Habitat For Humanity Investment related: Yes "Address: address: 2800 N Hampton Rd Dallas, TX 75212-5029 United States https://www.habitat.org/tx/dallas/dallas-area-hfh" Nature of the other business: Community Services Position/Title/Relationship: Board Member Start Date: 07/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board member of Dallas Area Habitat for Humanity. Fiscal year 2023 (staring Jul 1, 2022) I have been asked to be a member of the Finance Committee due to my experience in the financial industry. The committee reviews the budgets, assists in setting investment policy and investment of assets

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-23
• S63 Uniform Securities Agent State Law Examination
  2013-11-21

Other Names

• Courtney Accarregui
• Courtney Michelle Acarregui