Bruce W Addison

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

• 05/2001 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 01/1996 → 01/2021
  58 Cabot Corp.
  New York, NY
• 10/2013 → Present
  Chatillon Realty Corp
  New York, NY
• 02/1999 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Other Businesses

Entity Name: Chatillon Realty Corp. Investment related: Yes Address: New York, NY Nature of the other business: Family investment company, activities consist of passive real estate and other investment activity. Position/Title/Relationship: Director; Officer; Partial Owner Start Date: 18-Oct-2013 Approximate # of hours a month: minor Approximate # of hours during securities trading hours: 0 Briefly describe your duties: None- titular position only

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-23
• S63 Uniform Securities Agent State Law Examination
  1998-05-05

Other Names

• Bruce Addison
• Bruce Willis Addison