Terry L Woodard

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

• 09/2000 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 10/2008 → Present
  J.P. Morgan Securities Llc
  New York, NY

Other Businesses

Entity Name: TTR Investments LLC Investment related: N Address: South Orange, NJ 07079 Nature of the other business: Theater Production "Position/Title/Relationship: Investor-Partner The entity is investing in a Broadway play. One of the other investors also works for JPMC. We have no active role in putting on the production." Start Date: 04/06/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: Briefly describe your duties: Owner

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-19
• S63 Uniform Securities Agent State Law Examination
  2001-01-05

Other Names

• Terry L Woodard