Julie Johnson

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

• 11/2015 → 07/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fairfield, CT
• 11/2015 → 07/2018
  Bank Of America, N.A.
  Fairfield, CT
• 07/2018 → 06/2019
  Jp Morgan Securities, Llc
  Wilton, CT
• 07/2018 → 06/2019
  Jp Morgan Chase Bank, N.A.
  Wilton, CT
• 06/2019 → Present
  Jpmorgan Chase Bank, N.A.
  Greenwich, CT
• 06/2019 → Present
  J.P. Morgan Securities Llc
  Greenwich, CT

Previous Registrations

• 2017-11-29 → 2018-07-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fairfield, CT
  Fairfield, CT

Other Businesses

ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: JOHNSON DESIGNS POSITION: OWNER START DATE: 1/1/2010 ADDRESS: 7 Monroe CT DETAILS: I WAS SELF EMPLOYED AS A ARTIST AND BUSINESS CONSULTANT TO AN ARTIST. I AM NO LONGER ENGAGED IN THIS BUSINESS, HOWEVER I STILL HAVE A CONNECTICUT TAX ID. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2017-11-28

Other Names

• Julie Anne Ciszewski
• Julie Johnson
• Julie Anne Johnson