Chloe Morris

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

• 08/2019 → 05/2023
  Georgetown University
  Washington, DC
• 07/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2022 → 12/2022
  Pressed Juicery
  Washington, DC
• 06/2022 → 08/2022
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2021 → 07/2021
  Dreyfuss Management Services
  Washington, DC
• 07/2019 → 08/2019
  Kroger
  Aspen, CO
• 06/2023 → 06/2023
  Unemployed
  Miami, FL
• 09/2015 → 06/2019
  Milton Academy
  Milton, MA

Exams

• S66 Uniform Combined State Law Examination
  2023-09-01

Other Names

• Chloe Olivia Morris