Zachary Benjamin Genn

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

• 08/2019 → 05/2023
  Myboulderrental Llc
  Boulder, CO
• 12/2020 → 12/2021
  Chalkboard
  Boulder, CO
• 06/2021 → 08/2021
  E&J Gallo
  Dallas, TX
• 06/2019 → 08/2019
  Xml Financial Group
  Rockville, MD
• 03/2018 → 08/2019
  Bethesda Country Club
  Bethesda, MD
• 08/2016 → 03/2018
  Pure Hockey/Tsg Enterprises Llc
  Rockville, MD
• 07/2022 → 07/2023
  Ubs Financial Services
  La Jolla, CA
• 08/2018 → 05/2022
  University Of Colorado Boulder
  Boulder, CO
• 07/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2023-03-17 → 2023-07-20
  Ubs Financial Services Inc.
  La Jolla, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-17