Anthony Trimarchi

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

• 08/2011 → Present
  Jpmorgan Securities Llc
  Greenwich, CT
• 08/2011 → Present
  Jpmorgan Chase Bank Na
  Greenwich, CT
• 03/2019 → Present
  Anthony Trimarchi
  Bedford, NY

Other Businesses

Entity Name: New York Backstretch Employees Pension Trust Investment related: Yes Address: PO Box 030304 Elmont, NY 11003 Nature of the other business: Employee pension plan established for New York backstretch employees Position/Title/Relationship: Trustee Start Date: 30-Sep-2020 Approximate # of hours a month: 2 hours per quarter Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Trustee Entity Name: Ronald McDonald House of the Greater Hudson Valley Investment related: Yes Address: 80 Woods Rd. Valhalla, NY10595 Nature of the other business: The Ronald McDonald House of the Greater Hudson Valley is committed to keeping families with sick or injured children close to each other and to the care and resources they need. Position/Title/Relationship: Director Start Date: 31-Jul-2020 Approximate # of hours a month: 2 hours per month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board member (current); recently asked to join finance committee; I am a member of the Westchester Market Leadership team. Entity Name: Anthony Trimarchi Investment related: No Address: Bedford, NY Nature of the other business: Thoroughbred racing and breeding Position/Title/Relationship: Owner Start Date: 06-Mar-2019 Approximate # of hours a month: 42 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Thoroughbred racing and breeding

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-24
• S63 Uniform Securities Agent State Law Examination
  2011-10-22