Shauna Nicole Eng

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

• 07/2022 → Present
  J.P. Morgan Securities Llc
  Palo Alto, CA
• 03/2022 → 05/2022
  Shadowbrook Winery
  Walnut Creek, CA
• 10/2021 → 01/2022
  Merrill Lynch, Bank Of America
  Palo Alto, CA
• 05/2019 → 08/2019
  Streamsets
  Berkeley, CA
• 01/2022 → 03/2022
  Streamsets
  Berkeley, CA
• 05/2021 → 09/2021
  Streamsets
  Berkeley, CA
• 07/2012 → 04/2019
  Unemployed
  Berkeley, CA
• 09/2019 → 04/2021
  Unemployed
  Berkeley, CA
• 06/2022 → 06/2022
  Unemployed
  San Francisco, CA
• 09/2024 → Present
  Corepower Yoga
  San Francisco, CA

Other Businesses

Entity Name: CorePower Yoga Investment related: No "Address: 2349 Lombard St, San Francisco, CA 94123 https://www.corepoweryoga.com/yoga-studios/ca/san-francisco/the-marina" Nature of the other business: Health & Fitness Position/Title/Relationship: Employee/Contractor Start Date: 09/04/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: CorePower Yoga has yoga studios nationally with 8 in San Francisco. I would be teaching 2 yoga class/week in the evenings after work (7:15pm on Wednesday and 7:15pm on Thursday). This is not similar to my JPMC role, and there is no connection to JPMC that I'm know of at this time.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-17

Other Names

• Shauna Eng