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Jordan Paul Trunk

J.P. Morgan Securities LLC

Mount Freedom, NJ

CRD 5258249

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-06-26
NJ RA APPROVED 2017-02-02
PA RA APPROVED 2017-01-25
  • TX RA
    APPROVED
    Since 2018-06-26
  • NJ RA
    APPROVED
    Since 2017-02-02
  • PA RA
    APPROVED
    Since 2017-01-25

Branch Locations

1199 Sussex Tnpke, Mount Freedom, NJ 07970 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Chase Boonton NJ 07/2007 07/2019
J.P. Morgan Securities Llc Mount Freedom NJ 10/2012 07/2019
Jpmorgan Chase Bank, N.A. Mount Freedom NJ 01/2018 07/2019
Jpmorgan Chase Bank, N.A. Mount Freedom NJ 07/2019 Present
J.P. Morgan Securities Llc Mount Freedom NJ 07/2019 Present
  • 07/2007 → 07/2019
    Jp Morgan Chase
    Boonton, NJ
  • 10/2012 → 07/2019
    J.P. Morgan Securities Llc
    Mount Freedom, NJ
  • 01/2018 → 07/2019
    Jpmorgan Chase Bank, N.A.
    Mount Freedom, NJ
  • 07/2019 → Present
    Jpmorgan Chase Bank, N.A.
    Mount Freedom, NJ
  • 07/2019 → Present
    J.P. Morgan Securities Llc
    Mount Freedom, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-18
S63 Uniform Securities Agent State Law Examination 2006-12-21
  • S66 Uniform Combined State Law Examination
    2017-01-18
  • S63 Uniform Securities Agent State Law Examination
    2006-12-21

View on SEC IAPD

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