Jesse A Rubin

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

• 09/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 09/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 08/2024 → 08/2024
  Unemployed
  Doylestown, PA
• 07/2023 → 07/2024
  Jpmorgan Chase Bank
  New York, NY
• 08/2021 → 07/2023
  First Republic
  New York, NY
• 06/2020 → 08/2020
  Point To Point Wealth Planning
  Newark, DE
• 05/2018 → 01/2020
  Usli
  Wayne, PA
• 08/2017 → 05/2021
  University Of Delaware
  Newark, DE
• 09/2016 → 05/2017
  Village Bagel Company
  Warrington, PA
• 06/2021 → 07/2021
  Unemployed
  Doylestown, PA
• 06/2017 → 07/2017
  Unemployed
  Doylestown, PA

Exams

• S66 Uniform Combined State Law Examination
  2026-06-20

Other Names

• Jesse A Rubin
• Jesse Alexandra Rubin