Jordan Agudosi

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

• 12/2022 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 12/2022 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 12/2021 → 05/2022
  Putnam Investments
  Andover, MA
• 09/2018 → 05/2022
  Merrimack College
  North Andover, MA
• 06/2022 → 12/2022
  Unemployed
  North Brunswick, NJ
• 12/2012 → 08/2018
  Unemployed
  North Brunswick, NJ

Other Businesses

Effective 12/5/2022 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.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-09

Other Names

• Jordy Agudosi
• Jordan Agudosi
• Jordan Chinedu Agudosi