Jason Appe

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Mandeville, LA
• 05/1999 → Present
  Jpmorgan Chase Bank, N.A.
  Mandeville, LA

Previous Registrations

• 2005-07-06 → 2012-10-01
  Chase Investment Services Corp.
  Mandeville, LA
  Mandeville, LA
• 1999-09-13 → 2005-07-06
  Banc One Securities Corporation
  Mandeville, LA

Exams

• S66 Uniform Combined State Law Examination
  1998-11-25

Designations

• Certified Financial Planner

Other Names

• Jason E Appe
• Jason Edward Appe