Rachael Gordon

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

• 01/2017 → 06/2017
  Farmers Insurance
  Plano, TX
• 06/2015 → 12/2016
  Bank Of America
  Dallas, TX
• 04/2017 → 06/2017
  Farmers Financial Solutions
  Plano, TX
• 12/2017 → Present
  J.P. Morgan Securities Llc
  Dallas, TX
• 12/2017 → Present
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 07/2017 → 11/2017
  Unemployed
  Sachse, TX

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / CO-LANDLORD - RENTAL PROPERTY START DATE: 5/1/2019 ADDRESS: 1554 Plano Texas DETAILS: 1554 PLANO TEXAS. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2019-09-06
• S63 Uniform Securities Agent State Law Examination
  2018-02-22

Other Names

• Rachael John Masih
• Rachael Gordon
• Rachael J Gordon
• Rachael John Gordon