Carolyn M. Cardell

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
  J.P. Morgan Securities Llc
  Greenwich, CT
• 07/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Greenwich, CT
• 06/2023 → 08/2023
  Jpmorgan Chase Bank
  Greenwich, CT
• 07/2022 → 08/2022
  Standard Motor Products, Inc.
  Long Island City, NY
• 07/2020 → 08/2021
  The Patterson Club
  Fairfield, CT
• 08/2020 → 04/2024
  Fordham University
  Bronx, NY
• 05/2024 → 06/2024
  Unemployed
  Trumbull, CT
• 11/2019 → 06/2020
  Unemployed
  Trumbull, CT
• 06/2019 → 10/2019
  Robeks Smoothies And Juices
  Shelton, CT
• 07/2014 → 05/2019
  Unemployed
  Trumbull, CT

Exams

• S66 Uniform Combined State Law Examination
  2024-10-19

Other Names

• Carolyn Mary Cardell
• Carolyn Cardell