Louise Roof

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

• 06/2024 → Present
  J.P. Morgan Securities Llc
  Boston, MA
• 06/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Boston, MA
• 06/2022 → 08/2022
  Scarlet Oak Tavern
  Hingham, MA
• 10/2021 → 12/2021
  Trinity College
  Hartford, CT
• 09/2020 → 05/2024
  Trinity College
  Hartford, CT
• 06/2014 → 08/2020
  Unemployed
  Hingham, MA

Other Businesses

Effective 6/10/2024 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
  2024-11-22

Other Names

• Lucy Roof
• Louise Sperry Roof