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Elizabeth Kolshak

J.P. Morgan Securities LLC

Chicago, IL

CRD 6234833

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-06
TX RA APPROVED 2025-01-06
  • IL RA
    APPROVED
    Since 2025-01-06
  • TX RA
    APPROVED
    Since 2025-01-06

Branch Locations

10 S Dearborn St Floor 09, Chicago, IL 60603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Chicago IL 11/2024 Present
J.P. Morgan Securities Llc Chicago IL 11/2024 Present
Brown Brothers Harriman Chicago IL 05/2016 11/2024
  • 11/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Chicago, IL
  • 11/2024 → Present
    J.P. Morgan Securities Llc
    Chicago, IL
  • 05/2016 → 11/2024
    Brown Brothers Harriman
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-06
S63 Uniform Securities Agent State Law Examination 2013-12-07
  • S66 Uniform Combined State Law Examination
    2025-01-06
  • S63 Uniform Securities Agent State Law Examination
    2013-12-07
Other Names
  • Elizabeth Ann Paszczak
  • Elizabeth Ann Kolshak

View on SEC IAPD

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