Maureen B. Kerr

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

• 01/2015 → 05/2018
  Focuspoint Private Capital Group
  New York, NY
• 06/2018 → 01/2023
  Goldman Sachs & Co. Llc
  Philadelphia, PA
• 01/2023 → 11/2023
  Goldman Sachs & Co. Llc
  New York, NY
• 11/2023 → 12/2023
  Morgan Stanley Smith Barney Llc
  Sewickley, PA
• 07/2019 → 11/2023
  Mercer Allied Company, L.P.
  Miami, FL
• 02/2021 → 11/2023
  United Capital Financial Advisors
  Paramus, NJ
• 11/2023 → 12/2023
  Morgan Stanley Smith Barney Llc
  Sewickley, PA
• 12/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 12/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY

Previous Registrations

• 2023-11-06 → 2023-12-19
  Morgan Stanley
  Sewickley, PA
• 2021-02-24 → 2023-11-09
  United Capital Financial Advisors
  Philadelphia, PA
  New York, NY
  Paramus, NJ

Other Businesses

Entity Name: East Side House Settlement Investment related: No "Address: 337 Alexander Avenue Bronx, NY 10454" Nature of the other business: Nonprofit Position/Title/Relationship: Board Members Start Date: 11/01/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Community service to individuals and families by expanding opportunities to live more fulfilling lives through education, career and supportive services

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-24
• S63 Uniform Securities Agent State Law Examination
  1986-12-29

Other Names

• Maureen Beverly Kerr