Erik Capowski

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

• 06/2022 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 06/2022 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 06/2020 → 05/2022
  Mfs Investment Management
  Boston, MA
• 03/2016 → 05/2020
  Unemployed
  Denver, CO
• 05/2023 → Present
  Wag!
  West Hollywood, CA
• 09/2024 → Present
  Rover
  Seattle, WA

Other Businesses

Entity Name: Rover Investment related: No Address: Seattle, WA https://www.rover.com/ Nature of the other business: Pet Services Position/Title/Relationship: Employee/Contractor Start Date: 09/09/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Dog Walking / Sitting Entity Name: WAG! Investment related: No Address: 8560 W Sunset Blvd, West Hollywood, California, 90069, United States Nature of the other business: Pet Services Position/Title/Relationship: Employee/Contractor Start Date: 05/20/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Walk dogs - no JPMC connection

Exams

• S66 Uniform Combined State Law Examination
  2022-09-02

Other Names

• Erik Robert Capowski