Kendall Carter

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

• 07/2022 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2022 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2020 → 05/2022
  Gwu Fowler Career Center
  Washington, DC
• 06/2021 → 08/2021
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2020 → 04/2021
  Afiniti
  Washington, DC
• 07/2020 → 06/2021
  Chaia Georgetown Llc
  Washington, DC
• 05/2015 → 06/2020
  The Lili Pad
  Birmingham, AL
• 05/2019 → 12/2019
  Urbn
  Birmingham, AL
• 06/2022 → 06/2022
  Unemployed
  Brimingham, AL

Exams

• S66 Uniform Combined State Law Examination
  2022-10-03

Other Names

• Kendall E Carter
• Kendall Carter
• Kendall Elizabeth Carter