Joseph Perse Libertin

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

• 04/2022 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 04/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA
• 07/2021 → 03/2022
  A.I.G.\Risk Specialists Companies Insurance Agency, Inc
  Los Angeles, CA
• 06/2020 → 12/2020
  Basil Data
  Madison, WI
• 07/2020 → 09/2020
  Regional Economic Model
  Amherst, MA
• 10/2019 → 12/2019
  Intrinsic Edge Capital Management
  Chicago, IL
• 06/2019 → 08/2019
  A.I.G.\Risk Specialists Companies Insurance Agency, Inc
  Los Angeles, CA
• 01/2019 → 04/2019
  Upward Bound\University Of Chicago
  Chicago, IL
• 06/2018 → 08/2018
  City Of Highland Heights
  Highland Heights, OH
• 06/2017 → 08/2017
  City Of Highland Heights
  Highland Heights, OH
• 09/2017 → 06/2021
  University Of Chicago
  Chicago, IL
• 06/2013 → 05/2017
  Saint Ignatius High School
  Highland Heights, OH

Exams

• S66 Uniform Combined State Law Examination
  2022-06-30

Other Names

• Joseph Libertin