Claire Elizabeth Kushan

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
  Scottsdale, AZ
• 07/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Scottsdale, AZ
• 06/2021 → 08/2021
  Jpmorgan Chase & Co
  Scottsdale, AZ
• 12/2014 → 05/2021
  Kld Inc / Healthcare Is
  Dixon, CA
• 01/2020 → 03/2020
  Curriculum Associates Llc
  Tucson, AZ
• 06/2018 → 07/2018
  Express
  Vacaville, CA
• 09/2021 → 06/2022
  Unemployed
  Tucson, AZ

Exams

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

Other Names

• Claire Kushan