Makenzie Hochman

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

• 06/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Ponte Verde, FL
• 06/2025 → Present
  J.P. Morgan Securities Llc
  Ponte Verde, FL
• 10/2021 → 05/2025
  Olami Jbiz
  Gainesville, FL
• 01/2022 → 03/2025
  The Gator Student Investment Fund
  Gainesville, FL
• 06/2024 → 08/2024
  J.P. Morgan Chase Bank, N.A.
  Tampa, FL
• 05/2022 → 12/2022
  Pickard Poser Wealth Management Group
  Fort Lauderdale, FL
• 05/2022 → 07/2022
  Bj's Restaurants, Inc.
  Miami, FL
• 09/2021 → 12/2021
  Tamid
  Gainesville, FL
• 07/2015 → 09/2021
  Unemployed
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-08-23

Other Names

• Makenze Frances Hochman