John O'HAra

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 Bank, Na
  Summit, NJ
• 07/2023 → Present
  Jpmorgan Securities Llc
  Summit, NJ
• 06/2022 → 08/2022
  Barclays
  New York, NY
• 09/2021 → 12/2021
  William & Mary
  Williamsburg, VA
• 05/2021 → 08/2021
  Federal Reserve Bank Of Richmond
  Richmond, VA
• 06/2017 → 08/2020
  Grafton Dolphins Swim Team
  Fredericksburg, VA
• 08/2019 → 05/2023
  William & Mary
  Williamsburg, VA
• 07/2013 → 05/2017
  Unemployed
  Fredericksburg, VA
• 06/2023 → 06/2023
  Unemployed
  Fredericksburg, VA

Exams

• S66 Uniform Combined State Law Examination
  2023-10-06

Other Names

• John Peter Ohara
• John Peter O'HAra