Adrienne Rudkin

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

• 08/2023 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 08/2023 → Present
  Jpmorgan Securities Llc
  New York, NY
• 09/2018 → 04/2023
  This Is Personal Inc
  New Haven, CT
• 01/2018 → 11/2018
  Northcoast Asset Management
  Greenwich, CT
• 04/2015 → 11/2017
  Seven Bridges Advisors
  New York, NY
• 09/2011 → 12/2018
  Glocap Temp Llc
  New York, NY
• 05/2023 → 07/2023
  Unemployed
  New Haven, CT
• 06/2024 → 07/2024
  White Leaf Provisions
  Hingham, MA

Other Businesses

Entity Name: This Is Personal, Inc. Investment related: No "Address: New York, NY 10016" Nature of the other business: Financial Wellness Position/Title/Relationship: Owner/Partner Start Date: 03/01/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company is currently in the process of being dissolved. All paperwork should be signed and submitted within the next 30 days.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-02

Other Names

• Adrienne Hoagland Rudkin