Margot Douglass

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
  New York, NY
• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2025 → 06/2026
  Unemployed
  Charlottesville, VA
• 06/2025 → 08/2025
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2024 → 05/2025
  Unemployed
  Charlottesville, VA
• 07/2024 → 08/2024
  Star Innovations
  New Century, KS
• 07/2024 → 08/2024
  Thinkubator Global
  New Century, KS
• 05/2024 → 06/2024
  Unemployed
  Greenwich, CT
• 01/2024 → 04/2024
  American Public Television
  Charlottesville, VA
• 08/2023 → 12/2023
  Unemployed
  Charlottesville, VA
• 05/2023 → 07/2023
  Veronica Beard
  Southampton, NY
• 09/2021 → 04/2023
  Unemployed
  Greenwich, CT
• 06/2021 → 08/2021
  Quogue Field Club Inc
  Quogue, NY
• 09/2020 → 05/2021
  Unemployed
  Greenwich, CT
• 06/2020 → 08/2020
  Quogue Field Club Inc
  Quogue, NY
• 09/2019 → 05/2020
  Unemployed
  Greenwich, CT
• 07/2019 → 08/2019
  Quogue Field Club Inc
  Quogue, NY
• 07/2016 → 06/2019
  Unemployed
  Greenwich, CT

Exams

• S66 Uniform Combined State Law Examination
  2026-08-22

Other Names

• Margot Douglass
• Margot Olivia Douglass