Sarah Hatch

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

• 01/2023 → Present
  Jpmorgan Chase Bank, Na
  Houston, TX
• 01/2023 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 01/2021 → 12/2022
  Brigham Young University
  Provo, UT
• 08/2017 → 03/2019
  Church Of Jesus Christ Of Latter Day Saints
  Houston, TX
• 06/2019 → 10/2019
  Church Of Jesus Christ Of Latter Day Saints
  Provo, UT
• 04/2019 → 05/2019
  Unemployed
  Park City, UT
• 01/2013 → 07/2017
  Unemployed
  Park City, UT
• 11/2019 → 08/2020
  Unemployed
  Provo, UT
• 09/2020 → 11/2020
  Church Of Jesus Christ Of Latter Day Saints
  Provo, UT
• 12/2020 → 12/2020
  Unemployed
  Provo, UT

Exams

• S66 Uniform Combined State Law Examination
  2023-04-17

Other Names

• Sarah Katherine Hatch