Bonnie Leibowitz

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

• 06/2019 → 07/2023
  First Republic Investment Management, Inc
  New York, NY
• 08/2016 → 06/2019
  Pnc Wealth Management
  Milburn, NJ
• 01/2011 → Present
  Law Office Of Bonnie Leibowitz
  Mahwah, NJ
• 09/2021 → Present
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 12/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2021-10-01 → 2025-03-18
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY

Other Businesses

Biz Name: Law office of Bonnie Leibowitz Not Investment Related Address: 138 Airmont Ave, Mahwah, NJ 07430 Nature: Law Practice Position: Owner Type: Attorney Start Date: January 2011 20 hours a month Usually not during trading hours as I am working my full-time job - less than 1 hour Drafting legal documents and discussing applicable law Biz: Name: Zumba Investment-related: No Address: Mahwah, NJ 07430 Nature of the business: Exercise Role: Zumba Instructor Start Date: 10/20/21 Description of duties: Certified to teach fitness classes Number of hours each month: 4 Number of hours during trading: 0

Exams

• S66 Uniform Combined State Law Examination
  2024-03-25

Designations

• Certified Financial Planner

Other Names

• Bonnie Ann Leibowitz
• Bonnie A Leibowitz
• Bonnie Carchi
• Bonnie A Carchi
• Bonnie Ann Carchi
• Bonnie Leibowitz Carchi
• B A Leibowitzcarchi
• Bonnie A Leibowitzcarchi