Michael Truckenmiller

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-04-21
TX	RA	APPROVED	2022-04-21
IL	RA	APPROVED	2022-04-19
WA	RA	APPROVED	2022-04-19
WI	RA	APPROVED	2022-04-19

NJ RA
APPROVED

Since 2022-04-21
TX RA
APPROVED

Since 2022-04-21
IL RA
APPROVED

Since 2022-04-19
WA RA
APPROVED

Since 2022-04-19
WI RA
APPROVED

Since 2022-04-19

Branch Locations

137 S Gary Ave, Bloomingdale, IL 60108 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Jpmorgan Securities Llc	Bloomingdale	IL	03/2016	Present

03/2016 → Present

Jpmorgan Securities Llc

Bloomingdale, IL

Previous Registrations

2010-07-27 → 2016-03-14

Strategic Advisers Llc

Schaumburg, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-07-26
S63	Uniform Securities Agent State Law Examination	2008-04-28

S66 Uniform Combined State Law Examination

2010-07-26
S63 Uniform Securities Agent State Law Examination

2008-04-28

Designations

Certified Financial Planner

Other Names

Michael Thomas Truckenmiller
Michael T Truckenmiller
Mike Truckenmiller
Mike T Truckenmiller
Mike Thomas Truckenmiller

View on SEC IAPD