David Kepner

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

• 09/2022 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 09/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 07/2018 → 09/2022
  Yale University
  New Haven, CT
• 02/2015 → 06/2018
  The Thacher School
  Ojai, CA
• 01/2011 → Present
  David Kepner Photography Llc
  Pasadena, CA

Other Businesses

Entity Name: David Kepner Photography LLC Investment related: No Address: Pasadena, CA https://www.davidkepnerphotography.com/ Nature of the other business: Photography Position/Title/Relationship: Owner/Partner Start Date: 01/01/2011 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I own a small photography business, David Kepner Photography LLC. There is no investment component of the company. The company is an LLC and I am sole owner/employee. I founded the business in 2011 and spend 1 hour per month working there. I spent no time during trading hours working there. My duties include making photography prints for private clients. There is no connection to JPMorganChase.

Exams

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

Other Names

• David O'HAnlon Kepner