Kara Metzler

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

• 02/2024 → 07/2025
  Ubs Financial Services, Inc
  New York, NY
• 07/2023 → 01/2024
  Orangetheory Fitness
  Carle Place, NY
• 06/2022 → 08/2022
  New York Life Insurance Company (Nextsource)
  New York, NY
• 05/2021 → 08/2021
  Free People
  Garden City, NY
• 04/2019 → 08/2020
  Liberty Lacrosse Club
  Manhasset, NY
• 09/2019 → 05/2023
  College Of The Holy Cross
  Worcester, MA
• 08/2015 → 03/2019
  Unemployed
  Garden City, NY
• 08/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 08/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2024-08-21 → 2025-07-29
  Ubs Financial Services Inc.
  New York, NY
  Garden City, NY

Other Businesses

Effective 8/4/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-21

Other Names

• Kara Margaret Metzler