Joseph W. Tenpenny

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Wall Township, NJ
• 06/2012 → Present
  Jpmorgan Chase Bank, N.A.
  Wall Township, NJ

Previous Registrations

• 2012-06-27 → 2012-10-01
  Chase Investment Services Corp.
  East Windsor, NJ
• 2008-02-27 → 2012-06-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2008-02-25

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Joseph Walter Tempenny
• Joseph Tenpenny
• Joseph W Tenpenny
• Joseph Walter Tenpenny