Timothy Hanson

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  West Harrison, NY
• 10/2012 → Present
  Jpmorgan Chase Bank, N.A.
  West Harrison, NY

Previous Registrations

• 2009-10-09 → 2012-10-01
  Chase Investment Services Corp.
  Rye Brook, NY
  Rye, NY
  Rye Brook, NY
• 2005-09-01 → 2007-04-19
  Envestnet Pmc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-14
• S63 Uniform Securities Agent State Law Examination
  1997-09-15

Designations

• Certified Financial Planner

Other Names

• Timothy James Hanson