Rochelle Schaeffer
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- OfficiantJun 2024 to now
- Ossining Food PantryJun 2024 to now
- J.P. Morgan Securities LLCJan 2024 to now
- JPMorgan Chase Bank, N.A.Jan 2024 to now
- UBS Financial Services Inc.Jun 2022 to Jan 2024
- Fidelity InestmentsMay 2021 to Apr 2022
- Temple Beth El of Nother WestchesterSep 2019 to Jun 2022
- Temple Shaaray TefilaSep 2018 to Sep 2019
- JP Morgan Chase BankSep 2016 to Apr 2021
- JP Morgan Securities LLCMar 2014 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5898415
- Firm CRD
- 79