Sarah Sloan

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

• 05/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 05/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 10/2025 → 05/2026
  Mgz Food Market Llc
  Nyack , NY
• 11/2024 → 03/2025
  Ttd Of Nyack Inc Dba Sunday's Kitchen & Bar
  Nyack , NY
• 01/2023 → 06/2024
  The Local Tap House Of Nyack
  Nyack, NY
• 01/2023 → 09/2023
  Greek House
  Remote, DE
• 06/2022 → 09/2023
  Ttd Of Nyack Inc Dba The Henry Food & Beverage Co
  Nyack , NY
• 07/2022 → 06/2023
  The Pieman
  Valley Cottage , NY
• 01/2023 → 03/2023
  Greek House
  Remote, DE
• 09/2020 → 05/2024
  University Of Delaware
  Newark, DE
• 04/2025 → 10/2025
  Unemployed
  West Nyack, NY
• 07/2024 → 10/2024
  Unemployed
  West Nyack, NY
• 05/2016 → 08/2020
  Unemployed
  West Nyack, NY

Other Businesses

Effective 5/11/2026 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
  2026-07-31