Verdi J. Disesa

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

• 04/2013 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 11/2016 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA

Other Businesses

Entity Name: The Tahoe Fund Investment related: Yes Address: Tahoe City, CA http://www.tahoefund.org/ Nature of the other business: The Tahoe Fund will improve the natural environment of the Lake Tahoe Basin by building broad support and funding for projects and programs that restore and enhance the Lake. Position/Title/Relationship: Director; Officer Start Date: 01-Apr-2018 Approximate # of hours a month: 4-10 hours a month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board member, and also Treasurer now. Responsibilities will solely be related to tracking and giving updates to the board on our fundraising efforts and progress.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-02

Other Names

• Verdi J Disesa
• Verdi J Disesa
• Verdi Joseph Disesa