Jason D Howard

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

• 06/2017 → 08/2017
  Jpmorgan Chase Bank Na
  Boston, MA
• 07/2018 → 09/2021
  Jpmorgan Chase Bank Na
  Boston, MA
• 10/2021 → Present
  Jpmorgan Securities Llc
  New York, NY
• 09/2014 → 05/2018
  University Of Massachusetts
  Amherst, MA
• 12/2016 → 04/2018
  State Street Corporation
  Boston, MA
• 06/2018 → 06/2018
  Unemployed
  Westfield, MA
• 10/2021 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 04/2024 → Present
  Sky Blue Properties Llc
  Westfield, MA

Other Businesses

Entity Name: Sky Blue Properties LLC Investment related: No Address: 36 Blue Sky Drive Westfield MA 01085 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/30/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Sky Blue Properties LLC was set up to own an investment property. MA LLC Website - https://corp.sec.state.ma.us/CorpWeb/CorpSearch/CorpSummary.aspx?sysvalue=v_rvXEasGzic4pPGHYd0KOKJcwUB2KFICA0ziNypQ3k-"

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-10-10
• S65 Uniform Investment Adviser Law Examination
  2020-07-21

Other Names

• Jason David Howard