Max Ian Sobrano

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

• 04/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 04/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 07/2022 → Present
  Keller Williams
  Shrewsbury, NJ
• 07/2019 → Present
  Monmouth County Memez Llc
  Monmouth Beach, NJ
• 05/2018 → 10/2021
  Fem Real Estate
  Long Branch, NJ
• 07/2017 → 05/2018
  Stafford Smith Realty
  Shrewsbury, NJ
• 11/2015 → 07/2017
  Monmouth University Athletics
  West Long Branch, NJ
• 09/2015 → 04/2020
  Monmouth University
  West Long Branch, NJ

Other Businesses

Effective 4/17/2023 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. Owner of MonmouthCountyMemez LLC It is not investment related Nature of the business is advertisements for local NJ businesses via Social Media. Started in July 2019. I do not devote any time to this during securities trading hours. Keller Williams Sales Associate Licensed Real Estate Agent in New Jersey It is not investment related Nature of business is helping clients find house rentals and homes in NJ I do not devote any of my time to this during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-24

Other Names

• Max Sobrano