Jessie Degroff

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

• 07/2019 → 04/2022
  Bandier
  Dallas, TX
• 05/2021 → 06/2021
  Cardan Capital Partners
  Denver, CO
• 09/2018 → 10/2018
  Mother Juice
  Boston, MA
• 10/2018 → 01/2019
  Core Power Yoga
  Boulder, CO
• 07/2012 → 09/2018
  Unemployed
  Boulder, CO
• 01/2019 → 07/2019
  Unemployed
  Dallas, TX
• 04/2022 → 07/2022
  Unemployed
  Dallas, TX
• 07/2022 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2022 → Present
  Jp Morgan Chase Bank, N.A.
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-06
• S63 Uniform Securities Agent State Law Examination
  2022-08-20

Other Names

• Jessie Louise Degroff