Jacob Carvin

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

• 07/2023 → Present
  Jpmorgan Chase Ban, Na
  Newark, DE
• 07/2023 → Present
  Jpmorgan Securities Llc
  Newark, DE
• 09/2018 → 06/2023
  Canal's Wines Unlimited
  Medford, NJ
• 06/2022 → 08/2022
  Bank Of America- Merrill Lynch
  Mount Laurel, NJ
• 06/2021 → 08/2021
  Great Times Day Camp
  Waterford Works, NJ
• 06/2019 → 08/2019
  Spectracom Inc.
  Pennsauken, NJ
• 08/2019 → 05/2023
  University Of Delaware
  Newark, DE
• 07/2013 → 08/2018
  Unemployed
  Medford, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-05-14
• S63 Uniform Securities Agent State Law Examination
  2023-09-22

Other Names

• Jake Carvin
• Jacob Carvin
• Jacob Matthew Carvin