Cameron Ladd

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

• 06/2014 → 05/2020
  Concord Public Schools
  Concord, MA
• 07/2022 → 08/2022
  Silicon Valley Bank
  Concord, MA
• 06/2021 → 08/2021
  Viking Moving Services, Inc.
  Concord, MA
• 06/2023 → 08/2023
  Fidelity Investments
  Burlington, MA
• 06/2024 → 01/2025
  Fidelity Investments
  Burlington, MA
• 05/2022 → 07/2022
  Viking Moving Services, Inc
  Concord, MA
• 08/2020 → 05/2024
  Bucknell University
  Lewisburg, PA
• 12/2020 → 06/2022
  Doordash
  Concord, MA
• 04/2020 → 08/2020
  Mahoney'S Garden Center
  Concord, MA
• 02/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 02/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY

Previous Registrations

• 2024-10-17 → 2025-01-29
  Fidelity Personal And Workplace Advisors
  Concord, MA
  Burlington, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-09-26

Other Names

• Cameron G Ladd
• Cameron Gregory Ladd