James Edward Dvoracek

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

• 08/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 07/2022 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 05/2021 → 06/2021
  Management Solutions
  Houston, TX
• 01/2018 → 08/2020
  Mercedes-Benz U.S International
  Vance, AL
• 12/2017 → 01/2019
  Blacks Market Table
  Houston, TX
• 08/2016 → 07/2021
  University Of Alabama
  Tuscaloosa, AL

Exams

• S66 Uniform Combined State Law Examination
  2022-08-26

Other Names

• Jed Dvoracek
• James Dvoracek