Rebecca Lee Jin

Employer firm

Arete Wealth Advisors, LLC CRD 145488

$2.75B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 07/2020
  Jpmorgan Securities Llc.
  New York, NY
• 07/2017 → 07/2020
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2013 → 05/2017
  Boston College
  Chestnut Hill, MA
• 10/2016 → 04/2017
  Athleta
  Chestnut Hill, MA
• 08/2016 → 12/2016
  Boston College
  Chestnut Hill, MA
• 05/2017 → 07/2017
  Unemployed
  Princeton Junction, NJ
• 07/2020 → 09/2025
  Jpmorgan Chase Bank Na
  San Francisco, CA
• 07/2020 → 09/2025
  Jpmorgan Securities Llc
  San Francisco, CA
• 11/2025 → Present
  Arete Wealth Management
  Chicago, IL
• 11/2025 → Present
  Golub Capital
  New York, NY

Previous Registrations

• 2024-03-15 → 2025-09-10
  J.P. Morgan Securities Llc
  New York, NY
  San Francisco, CA
  San Francisco, CA

Other Businesses

Golub Capital, dba

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-15
• S63 Uniform Securities Agent State Law Examination
  2017-10-23

Other Names

• Rebecca Jin
• Rebecca L Jin