Jessica Chen

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
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 07/2022 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 03/2020 → 08/2020
  Tremble Studios
  Miami, FL
• 01/2017 → 05/2018
  Flywheel Sports
  Miami, FL
• 04/2012 → 02/2017
  Lululemon
  New York, NY
• 08/2020 → 05/2022
  Georgetown University
  Washington, DC
• 11/2018 → 06/2021
  Equinox
  Washington, DC
• 05/2018 → 03/2020
  Jetset Miami
  Miami Beach, FL
• 08/2021 → Present
  Equinox
  Washington, DC
• 10/2021 → 01/2022
  Georgetown University
  Washington, DC
• 04/2026 → Present
  Fora Travel
  New York, NY

Other Businesses

Entity Name: Fora Travel Investment related: No Address: https://www.foratravel.com/ 225 Broadway 23rd floor, New York, NY 10007 Nature of the other business: Travel Position/Title/Relationship: Employee/Contractor Start Date: 04/01/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: consultant travel advisor, external to firm role, no connection to JPMorganChase the name of the other business; Equinox whether the business is investment-related; No the address of the other business; 4444 westheimer rd houston tx 77027 the nature of the other business; fitness club your position; instructor title, or relationship with the other business; instructor the start date of your relationship; 2018 the approximate number of hours/month you devote to the other business; 1 hr/month the number of hours you devote to the other business during securities trading hours; 0 hrs and briefly describe your duties relating to the other business; group fitness instruction

Exams

• S66 Uniform Combined State Law Examination
  2022-05-12

Other Names

• Jessica M Chen
• Jessica Melissa Chen