Erin Erdoes

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 → 02/2025
  J.P. Morgan Institutional Investments Inc.
  New York, NY
• 07/2023 → 02/2025
  J.P. Morgan Investment Management Inc.
  New York, NY
• 05/2021 → 08/2021
  Performance Course
  Arcadia, OK
• 08/2019 → 05/2023
  Oklahoma State University
  Stillwater, OK
• 02/2015 → 07/2019
  Unemployed
  Arcadia, OK
• 06/2023 → 06/2023
  Unemployed
  Arcadia, OK
• 02/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 02/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2022 → 08/2022
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2021 → 06/2021
  Oasis Outsourcing
  Arcadia, OK

Exams

• S66 Uniform Combined State Law Examination
  2025-04-07
• S63 Uniform Securities Agent State Law Examination
  2023-08-26

Other Names

• Erin Erdoes
• Erin Elizabeth Erdoes