Emily Grace Rothenberg

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
• 06/2015 → 08/2019
  Bearfoot Management
  Fort Worth, TX
• 05/2016 → 06/2018
  Aquakids
  Fort Worth, TX
• 06/2018 → 08/2018
  Weir's Furniture
  Grapevine, TX
• 03/2021 → 12/2021
  Duke University
  Durham, NC
• 06/2021 → 08/2021
  Fidelity Investments
  Boston, MA
• 06/2020 → 08/2020
  Fidelity Investments
  Westlake, TX
• 08/2018 → 05/2022
  Duke University
  Durham, NC
• 06/2022 → 06/2022
  Unemployed
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-08-27

Other Names

• Grace Whitaker
• Gracy Whitaker
• Emily Grace Whitaker