Giovanna Lissette Triana

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

• 03/1999 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Delray Beach, FL
• 07/2019 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 07/2019 → Present
  Jpmorgan Securities, Llc.
  Palm Beach Gardens, FL

Previous Registrations

• 1999-03-04 → 2019-07-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
  Palm Beach, FL
  Palm Beach, FL
  Palm Beach, FL

Other Businesses

Effective 7/19/19 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
  2009-12-22
• S63 Uniform Securities Agent State Law Examination
  1998-07-15

Other Names

• Giovanna Lisette Mena
• Giovanna L Triana
• L Mena Giovanna
• Gigi L Triana
• Giovanna Lisette Triana