Shaliza Kara

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

• 03/2022 → 02/2025
  Edward Jones
  St Louis, MO
• 02/2020 → 03/2022
  Mathnasium
  Coppell, TX
• 07/2019 → 12/2019
  Ryder
  Fort Worth, TX
• 08/2012 → 07/2019
  Mathnasium
  Carrollton, TX
• 08/2016 → 03/2019
  University Of North Texas
  Denton, TX
• 08/2017 → 04/2018
  Draper Intermediate School
  Wylie, TX
• 02/2025 → Present
  J.P. Morgan Securities Llc
  Coppell, TX
• 02/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Coppell, TX
• 12/2019 → 02/2020
  Unemployed
  Carrollton, TX
• 07/2019 → 12/2019
  Human Capital International, Llc
  San Antonio, TX
• 01/2018 → 04/2018
  University Of North Texas
  Denton, TX

Previous Registrations

• 2022-10-17 → 2025-02-11
  Edward Jones
  Carrollton, TX
  St Louis, MO
  Lewisville, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-10-14