Karen Sue Thrun

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

• 01/2005 → Present
  Jpmorgan Investment Advisors
  Grand Rapids, MI
• 04/2009 → Present
  J.P. Morgan Securities Llc
  Grand Rapids, MI
• 01/2017 → Present
  Jpmorgan Chase Bank, N.A.
  Grand Rapids, MI
• 04/2012 → Present
  On Your Game Llc
  Grand Rapids, MI

Previous Registrations

• 2002-04-09 → 2004-01-12
  Banc One Securities Corporation
  Grand Rapids, MI

Other Businesses

Entity Name: On Your Game LLC Investment related: Yes Address: 2550 Grand Rapids MI Nature of the other business: Hockey and figure skate sharpening and repairs as well as providing ice sport essentials. Position/Title/Relationship: Authorized signer Start Date: 03-Apr-2012 Approximate # of hours a month: 1 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Authorized signer on checking and credit card

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-23
• S63 Uniform Securities Agent State Law Examination
  2009-06-01
• S66 Uniform Combined State Law Examination
  2002-03-27

Designations

• Chartered Financial Consultant

Other Names

• Karen Frisch