Karmen Rouhana

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

• 09/2016 → Present
  Jpmorgan Chase Bank Na
  Houston, TX
• 09/2016 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 08/2011 → Present
  Red Leaf Promotional Llc
  Houston, TX

Other Businesses

Entity Name: Red Leaf Promotional LLC Investment related: No Address: Houston TX Nature of the other business: Promotional Products Sales Position/Title/Relationship: Owner Start Date: 01-Aug-2011 Approximate # of hours a month: 8hrs Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Consultation

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-24
• S63 Uniform Securities Agent State Law Examination
  2014-01-27