Zachary M. Padberg

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, N.A.
  Plano, TX
• 05/2022 → Present
  J.P. Morgan Securities Llc
  Plano, TX
• 09/2021 → 05/2022
  Applewhite And Buys Financial Advisors
  Dallas, TX
• 05/2019 → 08/2021
  College Hunks Moving Company
  St. Louis, MO
• 08/2016 → 08/2018
  Waterway Carwash
  St. Louis, MO
• 08/2018 → 05/2022
  Texas Christian University
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-06
• S63 Uniform Securities Agent State Law Examination
  2022-09-02

Other Names

• Zach Matthew Padberg
• Zach Padberg
• Zachary Padberg
• Zachary Matthew Padberg