Ezra S. Ladenheim

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-09-23
TX	RA	APPROVED	2024-09-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America/Merrill Lynch	Philadelphia	PA	07/2022	09/2024
Philly Marketing Group	Bala-Cynwyd	PA	05/2020	08/2020
University Of Miami	Coral Gables	FL	08/2018	05/2022
Miami Hebert Business School - It Service Desk	Coral Gables	FL	03/2019	11/2019
Iron Hill Brewery & Restaurant	Ardmore	PA	06/2017	08/2018
Unemployed	Wynnwood	PA	09/2014	05/2017
Three Commas	Coral Gables	FL	08/2021	12/2021
Unemployed	Wynnewood	PA	06/2022	06/2022
J.P. Morgan Securities Llc	Fort Lauderdale	FL	09/2024	Present
Jpmorgan Chase Bank, N.A.	Fort Lauderdale	FL	09/2024	Present

07/2022 → 09/2024

Bank Of America/Merrill Lynch

Philadelphia, PA
05/2020 → 08/2020

Philly Marketing Group

Bala-Cynwyd, PA
08/2018 → 05/2022

University Of Miami

Coral Gables, FL
03/2019 → 11/2019

Miami Hebert Business School - It Service Desk

Coral Gables, FL
06/2017 → 08/2018

Iron Hill Brewery & Restaurant

Ardmore, PA
09/2014 → 05/2017

Unemployed

Wynnwood, PA
08/2021 → 12/2021

Three Commas

Coral Gables, FL
06/2022 → 06/2022

Unemployed

Wynnewood, PA
09/2024 → Present

J.P. Morgan Securities Llc

Fort Lauderdale, FL
09/2024 → Present

Jpmorgan Chase Bank, N.A.

Fort Lauderdale, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-12-07

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