Alexander Reed Bryce Katz

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

• 06/2013 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 08/2012 → Present
  Jpmorgan Chase Bank Na
  New York, NY

Other Businesses

Entity Name: Allen-Stevenson School Finance and Investment Committee Investment related: Yes "Address: 132 West 78th Street https://www.allen-stevenson.org/" Nature of the other business: Educational Position/Title/Relationship: Board Member Start Date: 09/12/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a private all-boys school in NYC. They have asked me to join the board and to sit on the Finance and Investment Committee. They have custody accounts at JPMorgan but I no longer cover those accounts. My responsibilities would be to help advise the school on strategic decisions. Entity Name: The Allen-Stevenson School Investment related: No "Address: 132 East 78th Street New York, NY 10075" Nature of the other business: Alumni School Committee Position/Title/Relationship: Board Member Start Date: 06/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Private boys school in New York City that I attended. They have asked me to join the board as president of the alumni committee. As my job as a banker, I currently custody the assets for Allen-Stevenson but do not manage their endowment. The school has told me that they don't think it's a conflict.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-22
• S63 Uniform Securities Agent State Law Examination
  2013-11-11

Other Names

• Alexander Katz
• Alexander Reed Katz