Luisa Cecilia Paltin Zhingri

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

• 07/2017 → Present
  J.P. Morgan Securities Llc
  Peekskill, NY
• 09/2011 → Present
  Jpmorgan Chase Bank, N.A.
  Peekskill, NY

Other Businesses

Entity Name: Vibra Centro de Aprendizaje SPA;DOS Investment related: No Address: Santiago, Chile Nature of the other business: Health & Wellness Position/Title/Relationship: Owner/Partner Start Date: 01/30/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company is a small online psychology business based in Chile. It provides individualized therapy and online seminars to clients worldwide, with all services and operations conducted online. My participation will be minimal, as I will not be involved in management or administration. All operational responsibilities, including legal documentation and tax filings,

Exams

• S66 Uniform Combined State Law Examination
  2024-09-04
• S63 Uniform Securities Agent State Law Examination
  2017-11-15

Other Names

• Luisa Paltin
• Luisa C Paltin
• Luisa C Paltin Zhingri
• Luisa Cecilia Paltin Zhingri
• Luisa Cecilia Paltin