Jacob R Goldberg

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

• 05/2022 → Present
  Jpmorgan Chase Bank, Na
  Summit, NJ
• 05/2022 → Present
  Jpmorgan Securities Llc
  Summit, NJ
• 06/2021 → 04/2022
  Fis Global
  Jacksonville, FL
• 08/2017 → 05/2021
  Indiana University
  Bloomington, IN
• 05/2016 → 08/2018
  The Buttered Biscuit Cafe
  Bradley Beach, NJ
• 06/2019 → 08/2019
  Umh Properties Inc
  Freehold, NJ
• 10/2014 → 05/2017
  Fred And Murry's Kosher Deli
  Freehold, NJ

Exams

• S66 Uniform Combined State Law Examination
  2022-08-22

Other Names

• Jake Goldberg
• Jacob Ross Goldberg