Paul Zawilenski

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

• 04/2013 → Present
  J.P. Morgan Securities Llc
  Ramona, CA
• 04/2013 → Present
  Jpmorgan Chase Bank, N.A.
  Ramona, CA

Previous Registrations

• 2011-06-03 → 2013-04-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
• 2010-09-24 → 2011-06-08
  Chase Investment Services Corp.
  Temecula, CA
  Temecula, CA
  Temecula, CA
  Temecula, CA
  Wildomar, CA
  Upland, CA
  Escondido, CA
  San Marcos, CA
  Escondido, CA
  Escondido, CA
  San Marcos, CA
  Escondido, CA
  Escondido, CA
  Winchester, CA
  Lake Elsinore, CA
  Riverside, CA
  San Jacinto, CA
  Yucca Valley, CA
  Norco, CA
  Corona, CA
  Hemet, CA
  Corona, CA
  Lake Elsinore, CA
  Murrieta, CA
  Indio, CA
  La Quinta, CA
  Banning, CA
  Moreno Valley, CA
  Redlands, CA
  Palm Desert, CA
  Palm Springs, CA
  La Jolla, CA
  Riverside, CA
  Desert Hot Springs, CA
  Calimesa, CA
  Beaumont, CA
  Cathedral City, CA
  Chula Vista, CA
  El Cajon, CA
  Palm Springs, CA
  Rancho Mirage, CA
  Yucaipa, CA
  Sun City, CA
  Riverside, CA
  Highland, CA
  Riverside, CA
  Riverside, CA
  Highland, CA
  Rancho Mirage, CA
  Moreno Valley, CA
  Palm Desert, CA
  Riverside, CA
  Moreno Valley, CA
  Redlands,, CA
  Hemet, CA
  San Jacinto, CA
  Murrieta, CA
• 2009-03-23 → 2010-09-13
  Ffec Wealth Partners Llc
  Ramona, CA
  Addison, TX
• 2004-06-09 → 2009-02-09
  Banc Of America Investment Services, Inc.
  San Diego, CA
  Yucaipa, CA
  Corona, CA
  Loma Linda, CA
  Glendora, CA
  Victorville, CA
  Chino, CA
  La Verne, CA
  City Of Industry, CA
  Hemet, CA
  Corona, CA
  Temecula, CA
  West Covina, CA
  Redlands, CA
  Claremont, CA
  Riverside, CA
  Upland, CA
  Chino Hills, CA
  Palm Springs, CA
  Palm Desert, CA
  Norco, CA
  West Covina, CA
  Fontana, CA
  Ontario, CA
  Ontario, CA
  Pomona, CA
  Alta Loma, CA
  Cucamonga, CA
  Victorville, CA
  Banning, CA
  Palm Springs, CA
  Upland, CA
  Riverside, CA
  Riverside, CA
  Hacienda Heights, CA
  West Covina, CA
  Upland, CA
  San Bernardino, CA
  Perris, CA
  Riverside, CA
  Moreno Valley, CA
  Murrieta, CA
• 1997-07-08 → 2004-06-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-13
• S63 Uniform Securities Agent State Law Examination
  1997-06-03

Other Names

• Paul Edward Zawilenski