Theodore Peroulakis

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

• 05/2011 → 02/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
• 07/2011 → 02/2020
  Bank Of America, N.A.
  West Palm Beach, FL
• 02/2020 → Present
  Jpmorgan Chase Bank, Na
  Palm Beach Gardens, FL
• 02/2020 → Present
  Jpmorgan Securities, Llc.
  Palm Beach Gardens, FL

Previous Registrations

• 2011-09-15 → 2020-02-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
  West Palm Beach, FL
  Palm Beach, FL
  Palm Beach Gardens, FL

Other Businesses

Entity Name: The Salvation Army Investment related: Yes "Address: West Palm Beach, FL 33409" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 01/25/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: As a board member, we will support programs of the Salvation Army to help the poor. Entity Name: Navy League of the United States - Palm Beach Council Investment related: No "Address: 2300 Wilson Blvd., Suite 200 Arlington, VA 22201-5424 https://www.navyleague.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/07/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The Navy League of the United States, founded in 1902 with the support of President Theodore Roosevelt, is a nonprofit civilian, educational and advocacy organization that supports America's sea services: the Navy, Marine Corps, Coast Guard and U.S.-flag Merchant Marine. No connection to JPMC. Effective 2/14/2020 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-16
• S65 Uniform Investment Adviser Law Examination
  1999-02-26
• S63 Uniform Securities Agent State Law Examination
  1998-02-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Ted Peroulakis
• Teddy Perowakis
• Theodore Pante Peroulakis
• Teddy Peroulakis
• Theodore Pantelis Peroulakis