Sydnee Lubar

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

• 09/2019 → 05/2023
  University Of Michigan
  Ann Arbor, MI
• 07/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 02/2020 → 04/2023
  Focus Headshots
  Ann Arbor, MI
• 06/2022 → 08/2022
  Jp Morgan
  Washington, DC
• 01/2017 → 06/2023
  Sydnee Lubar
  Washington, DC
• 08/2021 → 05/2022
  Mezcla
  New York, NY
• 06/2021 → 08/2021
  Capri Holdings Limited
  New York, NY
• 07/2020 → 08/2020
  Bluemercury
  Washington, DC
• 08/2018 → 06/2019
  South Block Co
  Washington, DC
• 07/2013 → 07/2018
  Unemployed
  Washington, DC
• 07/2019 → 08/2019
  Unemployed
  Washington, DC
• 10/2022 → Present
  Rooste Llc
  Miami Beach, FL

Other Businesses

Business Name: Rooste LLC Not Investment related Business address: 800 S Pointe Drive, Apt 702, Miami beach, FL, 33139 Nature of business: CPG, gluten free bread made from eggs My position: Founder Relationship: Founder, owner Start date: October 20, 2022 Number of hours per month I devote to this business: approx 12 number of hours I devote to this business during securities trading hours: 0 My duties: in charge of leading the startup/launch process, partner with my production co-packer (Queen Marie Gluten Free) to continue recipe research and development. Once the recipe and product are confirmed, I will focus on packaging, branding, and connecting with retailers. Currently there is no revenue being generated

Exams

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

Other Names

• Sydnee Joelle Lubar