Crista Tucker

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

• 05/2002 → 03/2022
  Wachovia Bank, N.A.
  New York, NY
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  White Plains, NY
• 11/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  White Plains, NY
• 03/2022 → 09/2023
  First Republic Securities Company, Llc
  Greenwich, CT
• 03/2022 → 09/2023
  First Republic Investment Management, Inc.
  Greenwich, CT
• 09/2023 → Present
  J.P. Morgan Securities Llc
  West Harrison, CT
• 10/2023 → Present
  Jpmorgan Chase Bank, Na.
  West Harrison, NY

Previous Registrations

• 2022-03-11 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  Greenwich, CT
  White Plains, NY
• 2011-05-17 → 2022-03-18
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  New York, NY
  New York, NY
  New York, NY
  Charlotte, NC
  White Plains, NY
  Minneapolis, MN
  Tarpon Springs, FL
  Purchase, NY

Exams

• S66 Uniform Combined State Law Examination
  2011-05-16
• S63 Uniform Securities Agent State Law Examination
  2008-06-02

Other Names

• Crista Gale Hearon
• Crista Gale Hearon
• Crista Gale Tucker