Henry Ware Harrison

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

• 04/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 04/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2025 → 04/2026
  Rsm Us Llp
  Boston, MA
• 06/2025 → 09/2025
  Unemployed
  Wellesley, MA
• 09/2021 → 05/2025
  Middlebury College
  Middlebury, VT
• 06/2024 → 08/2024
  Rsm Us Llp
  Boston, MA
• 07/2023 → 08/2023
  Callodine Capital
  Boston, MA
• 02/2023 → 05/2023
  Fizz Social
  Middlebury, VT
• 06/2022 → 07/2022
  Wellesley Country Club Inc
  Wellesley, MA
• 04/2016 → 08/2021
  Unemployed
  Wellesley, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-07-21