Conrad Gotzian

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

• 03/2024 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 03/2024 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 08/2023 → 03/2024
  Farmers & Merchants Bank Of Central California
  Lodi, CA
• 06/2022 → 08/2022
  Washington Trust Bank
  Spokane, WA
• 03/2021 → 09/2021
  High Street Deli (Doobie Inc)
  San Luis Obispo, CA
• 07/2020 → 08/2020
  Amazon
  Spokane, WA
• 05/2020 → 06/2020
  Vector Marketing
  Remote, WA
• 09/2019 → 06/2023
  California Polytechnic State University
  San Luis Obispo, CA
• 02/2023 → 06/2023
  Swbc Professional Employer Services
  San Luis Obispo, CA
• 08/2001 → 08/2019
  Unemployed
  Spokane, WA
• 07/2023 → 07/2023
  Unemployed
  Spokane, WA

Exams

• S66 Uniform Combined State Law Examination
  2024-11-12

Other Names

• Quinn Gotzian
• Conrad Quentin Gotzian