Jimena Herrera

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

• 07/2015 → 01/2019
  Jp Morgan Securities Llc
  Wesley Chapel, FL
• 07/2015 → 01/2019
  Jp Morgan Chase Bank
  Brooklyn, NY
• 03/2021 → 03/2022
  Gte Financial
  Tampa, FL
• 04/2022 → Present
  Jpmorgan Chase Bank Na
  Miami, FL
• 01/2019 → 02/2021
  Jp Morgan Chase Bank
  Brooklyn, NY
• 08/2016 → 12/2020
  Brooklyn College
  Brooklyn, NY
• 02/2025 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 06/2024 → Present
  Jimena Herrera Photography
  Miami, FL

Other Businesses

Entity Name: Jimena Herrera Photography Investment related: No Address: Private Residence Nature of the other business: Photography Position/Title/Relationship: Owner/Partner Start Date: 06/22/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Photography mainly family and maternity photography

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-31
• S63 Uniform Securities Agent State Law Examination
  2026-07-27