Claire E Holmes

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Jensen Beach, FL
• 10/2012 → Present
  Jpmorgan Chase Bank, N.A.
  Jensen Beach, FL

Previous Registrations

• 2009-05-02 → 2012-10-01
  Chase Investment Services Corp.
  Irvine, CA
  Irvine, CA
  Palm Beach Gardens, FL
  Jensen Beach, FL
• 2007-11-08 → 2009-05-02
  Wamu Investments, Inc.
  Irvine, CA
• 2000-10-01 → 2007-11-08
  Wells Fargo Clearing Services, Llc
  Richmond, VA
  West Palm Beach, FL
  Glen Allen, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-21
• S63 Uniform Securities Agent State Law Examination
  1986-05-27

Other Names

• Claire Elizabeth Czeski
• Claire Elizabeth Creski
• Claire Elizabeth Holmes