Zachary Marini

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

• 07/2019 → 11/2024
  Ubs Financial Services
  Short Hills, NJ
• 08/2015 → 05/2019
  Albright College
  Reading, PA
• 05/2016 → 08/2018
  Crestmont Country Club
  West Orange, NJ
• 11/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 11/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2018 → 07/2018
  Ubs
  Short Hills, NJ
• 06/2019 → 06/2019
  Unemployed
  Livingston, NJ

Previous Registrations

• 2020-10-29 → 2024-11-20
  Ubs Financial Services Inc.
  Short Hills, NJ
  Naples, FL
  Short Hills, NJ

Other Businesses

Effective 11/18/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-28

Other Names

• Zachary Joseph Marini
• Zachary Marini