Todd Jason Trusso

Current Employers

Employment History

• 03/2005 → 01/2017
  Altegris Investments, Inc.
  La Jolla, CA
• 05/2007 → 01/2017
  Altegris Portfolio Management, Inc.
  La Jolla, CA
• 02/2017 → 06/2018
  Capital Investment Advisors, Llc
  Atlanata, GA
• 06/2018 → Present
  Jpmorgan Chase Bank, N.A.
  San Diego, CA
• 06/2017 → Present
  J.P. Morgan Securities Llc
  San Diego, CA
• 08/2021 → Present
  Ywalg Llc
  Carlsbad, CA

Previous Registrations

• 2017-02-09 → 2018-06-27
  Capital Investment Advisors, Llc
  Atlanta, GA
  San Diego, CA
  Phoenix, AZ
  Denver, CO
  Seattle, WA
  Long Beach, CA
  Albuquerque, NM
• 2007-05-11 → 2011-12-20
  Altegris Funds
  La Jolla, CA
• 2000-11-03 → 2005-03-11
  Pruco Securities, Llc.
  San Diego, CA

Other Businesses

Entity Name: Boys and Girls Club of Northwest San diego Investment related: Yes Address: 533 Lomas Santa Fe Drive . Solana Beach , CA 92075 Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/01/2018 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the Secretary of the Board and am on the finance committee Entity Name: YWALG LLC Investment related: Y Address: This is a personal holding company for an investment property that I purchased. It is jointly held with a friend and client of JPM that is now covered by another market. 4105 Highland Drive. Carlsbad, CA 92008 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 08/06/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I do not have roles or responsibility , I am purely an investor in the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-07
• S63 Uniform Securities Agent State Law Examination
  1998-07-01

Other Names

• Todd Trusso