Timothy James O'MAra

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

• 10/2014 → 03/2023
  Citigroup
  New York, NY
• 08/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 08/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2021 → Present
  Tim O'MAra Productions
  Garden City, NY
• 03/2023 → 08/2024
  Wilmington Trust
  New York, NY

Previous Registrations

• 2014-10-22 → 2023-03-29
  Citigroup Global Markets Inc.
  New York, NY
  Chicago, IL
  New York, NY
  Stamford, CT
  New York, NY
  Tampa, FL
  New York, NY
• 2014-01-09 → 2014-10-24
  Strategic Advisers Llc
  New York, NY
• 2011-10-21 → 2012-02-01
  Chase Investment Services Corp.
  New York, NY
  New York, NY
  New York, NY
• 2008-10-09 → 2011-09-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lake Mary, FL

Other Businesses

Entity Name: Tim O'Mara Productions Investment related: No "Address: 81 Huntington Road Garden City, NY 11530" Nature of the other business: Entertainment Position/Title/Relationship: Employee/Contractor Start Date: 05/15/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Independent music producer

Exams

• S66 Uniform Combined State Law Examination
  2008-10-03

Designations

• Chartered Financial Analyst

Other Names

• Timothy James O'MAra
• Timothy J O Mara
• Timothy James Omara
• Timothy J O'MAra
• Tim O'MAra
• Timothy Omara
• Timothy James O Mara