Justin M. Kaplan

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

• 11/2021 → 06/2022
  Equitable Advisors Llc
  New York, NY
• 06/2020 → 09/2020
  Revelwood
  Florham Park, NJ
• 05/2019 → 08/2019
  C. Mannion Construction Llc
  Peapack, NJ
• 06/2022 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2022 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 11/2021 → 06/2022
  Equitable Financial Life Insurance Co.
  New York, NY
• 05/2020 → 07/2020
  Amazon.cOm, Inc.
  Madison, NJ
• 09/2021 → 10/2021
  Unemployed
  Mendham, NJ
• 11/2021 → 12/2021
  Equitable Financial Life Insurance Co
  New York, NY
• 09/2013 → 07/2017
  West Morris Mendham High School
  Mendham, NJ
• 08/2017 → 08/2021
  Penn State University
  State College, PA

Previous Registrations

• 2022-03-08 → 2022-06-16
  Equitable Advisors, Llc
  Morristown, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-03-03

Other Names

• Justin Kaplan
• Justin M Kaplan
• Justin Matthew Kaplan