Isabella Shaw

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

• 07/2023 → Present
  J.P. Morgan Securities Llc
  New Orleans, LA
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New Orleans, LA
• 08/2019 → 05/2023
  University Of Tennessee Knoxville
  Knoxville, TN
• 08/2021 → 05/2023
  Haslam College Of Business At University Of Tennessee
  Knoxville, TN
• 06/2022 → 08/2022
  Alliancebernstein
  Nashville, TN
• 05/2020 → 07/2020
  Dunkin Donuts
  Memphis, TN
• 05/2021 → 07/2021
  Dunkin Donuts
  Memphis, TN
• 04/2019 → 07/2019
  Tennis Memphis
  Memphis, TN
• 07/2013 → 03/2019
  Unemployed
  Memphis, TN
• 06/2023 → 06/2023
  Unemployed
  Memphis, TN

Exams

• S66 Uniform Combined State Law Examination
  2023-08-26

Other Names

• Isabella Ann Shaw