Kristen Power

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

• 06/2016 → 07/2016
  Unemployed
  Weehawken, NJ
• 09/2013 → 05/2016
  Atlas College Marketing
  Yardley, PA
• 08/2012 → 05/2016
  Pennsylvania State University
  State College, PA
• 08/2016 → 10/2021
  Ubs Financial Services Inc.
  Weehawken, NJ
• 03/2023 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 11/2021 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA

Previous Registrations

• 2016-10-31 → 2021-11-11
  Ubs Financial Services Inc.
  Weehawken, NJ

Other Businesses

Effective 3/9/2023 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
  2016-10-28

Other Names

• Kristen A Power