Alexandra Winter

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

• 07/2026 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 01/2019 → Present
  Alex Winter Web Design & Support
  Remote, CA
• 09/2025 → 05/2026
  Bernardin's Restaurant
  Winston-Salem, NC
• 03/2023 → 05/2026
  Ambassadors In Admission, Wake Forest University
  Winston-Salem, NC
• 08/2022 → 05/2026
  Wake Forest University
  Winston-Salem, NC
• 12/2025 → 01/2026
  Pacific Catch
  Corte Madera, CA
• 09/2022 → 10/2025
  Project Pumpkin, Wake Forest University
  Winston-Salem, NC
• 06/2025 → 08/2025
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 06/2024 → 08/2024
  Dodge & Cox
  San Francisco, CA
• 03/2018 → 06/2024
  Tiburon Girls Softball
  Tiburon, CA
• 06/2018 → 07/2023
  Girl Scout Camp Arequipa
  Fairfax, CA
• 12/2022 → 01/2023
  Pacific Catch
  Corte Madera, CA
• 08/2018 → 11/2021
  St. Hilary Catholic Youth Organization
  Tiburon, CA
• 07/2016 → 02/2018
  Unemployed
  Tiburon, CA

Other Businesses

NAME OF OTHER BUSINESS:Alex Winter Web Design & Support IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Tiburon,CA,94920,USA NATURE OF OTHER BUSINESS:Website editing for local non-profit organizations YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2019-01-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:5 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:I remotely edit websites for some non profits in during non-working hours. It's very small and minor hours each month and varies greatly. IS THIS A RESIDENTIAL ADDRESS?:Yes

Exams

• S66 Uniform Combined State Law Examination
  2026-06-03

Other Names

• Alexandra Grace Winter