Saara Sondej

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
  J.P. Morgan Securities Llc
  Irvine, CA
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 08/2019 → 05/2023
  Southern Methodist University
  Dallas, TX
• 06/2022 → 08/2022
  Goldman Sachs
  Dallas, TX
• 07/2021 → 10/2021
  Navy Federal Credit Union
  Dallas, TX
• 10/2018 → 02/2019
  Stonefire Grill 10 Inc
  Torrance, CA
• 09/2017 → 11/2017
  Pacsun
  Plano, TX
• 07/2013 → 08/2017
  Unemployed
  Rancho Palos Verdes, CA
• 12/2017 → 09/2018
  Unemployed
  Mckinney, TX
• 03/2019 → 07/2019
  Unemployed
  Rancho Palos Verdes, CA
• 06/2023 → 06/2023
  Unemployed
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-12-05

Other Names

• Saara Siddiqi Sondej