Mallory Willow North

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
  San Francisco, CA
• 07/2022 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 06/2021 → 08/2021
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 08/2018 → 05/2022
  Occidential College
  Los Angeles, CA
• 07/2012 → 01/2017
  Unemployed
  Redwood City, CA
• 01/2017 → Present
  Team North Construction
  San Francisco, CA

Other Businesses

Effective 7/11/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products. As of 01/01/2017, I'm an employee of Team North Construction. Team North Construction is a trucking company that moves and brings dirt for construction projects in the Bay Area. This is not an investment related business. I am an assistant and help with office organization and scheduling. I devote 8 hours a week. I devote 0 hours during securities trading hours. The business location is 150 Executive Park Blvd #3150 San Francisco, CA, 94134.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-28