Caroline Mcdermott

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

• 07/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 08/2017 → 08/2018
  Sacred Heart Academy
  Hempstead, NY
• 08/2019 → 12/2022
  Villanova University
  Villanova, PA
• 06/2022 → 08/2022
  Jp Morgan
  New York, NY
• 06/2020 → 08/2021
  New York Beach Club
  Atlantic Beach, NY
• 06/2019 → 08/2019
  Town Of Hempstead
  Hempstead, NY
• 07/2013 → 07/2017
  Unemployed
  Rockville Centre, NY
• 09/2018 → 05/2019
  Unemployed
  Rockville Centre, NY
• 01/2023 → 06/2023
  Unemployed
  Rockville Centre, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-09-11

Other Names

• Caroline Mcdermott
• Caroline Anne Mcdermott