Michelle A. Ketten

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

• 10/2012 → 07/2019
  Bank Of America
  Carson City, NV
• 10/2012 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reno, NV
• 07/2019 → Present
  J.P. Morgan Securities Llc
  Gardnersville, NV
• 07/2019 → Present
  Jpmorgan Chase Bank, N.A.
  Gardnersville, NV

Previous Registrations

• 2015-08-28 → 2019-07-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Reno, NV
  Minden, NV
  Incline Village, NV
  South Lake Tahoe, CA

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 2/1/2016 ADDRESS: 3409 CARSON CITY, NV. 2237 CARSON CITY, NV DETAILS: real estate investment/ownership INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: UNKNOWN

Exams

• S66 Uniform Combined State Law Examination
  2015-08-26
• S63 Uniform Securities Agent State Law Examination
  1999-06-04

Other Names

• Michelle Ann Bertocchi
• Michele Ann Bertocchi
• Michelle Ann Bertocchi
• Michelle Ann Ketten