Jacob Plotkin

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

• 07/2024 → Present
  Jpmorgan Chase Bank, Na
  New York, NY
• 07/2024 → Present
  Jpmorgan Securities Llc
  New York, NY
• 06/2023 → 08/2023
  Jpmorgan Chase Bank, Na
  New York, NY
• 06/2022 → 08/2022
  Cushman & Wakefield
  New York City, NY
• 08/2020 → 06/2024
  University Of Wisconsin-Madison
  Madison, WI
• 07/2014 → 07/2020
  Unemployed
  Morganville, NJ
• 04/2023 → Present
  Euroway Llc
  Boca Raton, FL
• 03/2026 → Present
  Agnb Holdings Llc
  Morganville, NJ

Other Businesses

Entity Name: AGNB HOLDINGS LLC Investment related: Yes Address: Private Residence Nature of the other business: Holding Company Position/Title/Relationship: Owner/Partner Start Date: 03/30/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The company is a personal investment company. I am the owner of this LLC. I will be using this LLC to hold my ownership of JRMK Management LLC. Entity Name: JRMK Management LLC Investment related: No Address: 157 Bleeker Street, New York, NY 10012 Nature of the other business: Restaurant Position/Title/Relationship: Owner/Partner Start Date: 12/22/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Invest in JRMK Management LLC which owns a restaurant. The company will own and operate a new restaurant. I do not have any responsibilities with the company. I will not have any roles or responsibilities. There is not a role affiliated with this investment. Entity Name: EuroWay LLC Investment related: No "Address: 2464 NW 64th Street, Boca Raton 33496 Eurowayy.com" Nature of the other business: Travel Agency Position/Title/Relationship: Advisor/Officer Start Date: 04/20/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I founded EuroWay LLC. The nature of the company is a study abroad travel agency that helps students book their trips and activities while they are abroad. The entire feature of the company is through the website, where I do 0 work because people just use the recommendations and links that are on the website. I do not deal with the operations of the company. The company has no connection to JPMC. I spend no time on this company because I do not have to deal with the operations.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-05

Other Names

• Jake Plotkin
• Jacob Matthew Plotkin