Sara Sarwat Casanova

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

• 09/2023 → 07/2024
  Equitable Advisors, Llc
  New York, NY
• 09/2019 → 05/2023
  Rollins College
  Winter Park, FL
• 06/2022 → 08/2022
  Universal Orlando
  Orlando, FL
• 05/2021 → 06/2021
  Teemcorp
  Winter Park, FL
• 05/2018 → 09/2018
  Eureda Sl
  Madrid
• 09/2013 → 06/2019
  Colegio Brains
  Madrid
• 06/2023 → 08/2023
  Unemployed
  Madrid
• 08/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 08/2024 → Present
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 07/2019 → 08/2019
  Unemployed
  Madrid
• 12/2021 → 05/2023
  Rollins College
  Winter Park, FL

Previous Registrations

• 2023-10-10 → 2024-07-29
  Equitable Advisors, Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-10-06

Other Names

• Sara Sarwat Casanova
• Sara Sarwatcasanova