Aria Kojima Falahee

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 → 09/2018
  Jp Morgan Securities Llc
  San Francisco, CA
• 07/2016 → 09/2018
  Jpmorgan Chase Bank Na
  San Francisco, CA
• 10/2018 → 05/2019
  Dowling & Yahnke, Llc
  San Diego, CA
• 06/2019 → 10/2021
  Dowling & Yahnke, Llc
  San Diego, CA
• 01/2022 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 01/2022 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 11/2021 → 12/2021
  Unemployed
  Bradenton, FL

Previous Registrations

• 2018-11-16 → 2021-11-10
  Dowling & Yahnke, Llc
  San Diego, CA
  Bradenton, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-12-01
• S63 Uniform Securities Agent State Law Examination
  2013-10-05

Other Names

• Aria Krumwiede
• Aria Kojima Krumwiede