Timothy J. O'HAra

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

• 10/2015 → 02/2017
  Credit Suisse Securities (Usa) Llc
  New York, NY
• 04/2017 → 06/2019
  Stifel Nicolaus & Co Inc
  New York, NY
• 03/2017 → 04/2017
  Unemployed
  New York, NY
• 06/2019 → Present
  Jp Morgan Securities, Llc
  North Massapequa, NY
• 06/2019 → Present
  Jp Morgan Chase Bank, N.A.
  North Massapequa, NY
• 06/2019 → Present
  O'HAra Evergreen Inc. (Dba Mosquito Authority Of Long Island)
  Rockville Centre, NY

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: O'HARA EVERGREEN INC. (DBA MOSQUITO AUTHORITY OF LONG ISLAND) POSITION: OWNER START DATE: 6/24/2019 ADDRESS: 109 Rockville Centre NY DETAILS: PEST CONTROL SPECIFICALLY TREAT COMMERCIAL AND RESIDENTIAL FOR MOSQUITOS AND TICKS. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 30 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2019-07-03
• S65 Uniform Investment Adviser Law Examination
  2000-02-25
• S63 Uniform Securities Agent State Law Examination
  1999-11-19

Other Names

• Tim O'HAra
• Timothy John O'HAra
• Timothy John Ohara