Cassandra Solari

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 → Present
  Jpmorgan Chase Bank Na
  Houston, TX
• 09/2023 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 08/2019 → 05/2023
  University Of Virginia
  Charlottesville, VA
• 09/2013 → 07/2019
  Unemployed
  Lima
• 06/2023 → 08/2023
  Unemployed
  Delray Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-11-28

Other Names

• Cassandra Solari Lazo