Jonathan Rozen

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

• 11/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 11/2023 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 05/2022 → 07/2022
  Alterna Securities
  Houston, TX
• 08/2018 → 07/2021
  Tekstar Group
  Barranquilla
• 04/2016 → 07/2021
  Soluciones Aduaneras
  Barranquilla
• 03/2015 → 07/2018
  Smartphone Para Todos
  Barranquilla
• 08/2021 → 05/2023
  Rice University
  Houston, TX
• 06/2023 → 10/2023
  Tibur Logistics Llc
  Houston, TX
• 04/2024 → Present
  Tibur Logistics Pr Llc
  Aventura, FL

Other Businesses

Entity Name: Tibur Logistics PR LLC Investment related: No Address: 20505 E Country Club Dr Suite 1531 Aventura, FL 33180 Nature of the other business: Logistics Position/Title/Relationship: Owner/Partner Start Date: 04/29/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I'm a silent partner at Tibur Logistics PR LLC. This is a international distributor logistics firm which primarily acts as an IOR for technology hardware and medical tests being imported into United States. The main address of this business is 20505 E Country Club Drive Suite 1531 Aventura, FL 33180. I do not hold a position in this enterprise and simply act as a partner without any daily duties. I started as a partner in January of 2023 when this business was incorporated. No connection to JPMC Entity Name: Tibur Logistics LLC Investment related: No "Address: 20505 E Country Club Dr Suite 1531, Aventura, FL 33180" Nature of the other business: International Distributor Position/Title/Relationship: Owner/Partner Start Date: 01/18/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I'm a silent partner at Tibur Logistics LLC. This is a international distributor logistics firm which primarily acts as an IOR for technology hardware and medical tests being imported into United States. I do not hold a position in this enterprise and simply act as a partner without any daily duties. I started as a partner in January of 2023 when this business was incorporated. No connection to JPMC

Exams

• S66 Uniform Combined State Law Examination
  2024-03-20