Michael Mahon

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 → 12/2020
  Jpmorgan Chase Bank Na
  Newark, DE
• 07/2017 → 12/2020
  Jpmorgan Securities Llc
  Newark, DE
• 09/2015 → 07/2017
  Thaddeus Stevens College Of Technology
  Lancaster, PA
• 09/2014 → 07/2017
  Self-Employed
  Sinking Spring, PA
• 05/2008 → 12/2016
  Penn State University
  University Park, PA
• 12/2020 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 12/2020 → Present
  Jpmorgan Securities Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-18
• S63 Uniform Securities Agent State Law Examination
  2017-10-06

Other Names

• Michael Patrick Mahon