Terry L. Lydecker

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

• 03/2017 → 05/2017
  Mml Investors Services, Llc
  Paramus, NJ
• 06/2017 → 02/2018
  Alliance Risk Management
  Manalapan, NJ
• 04/2018 → 08/2018
  Studios By Sonic Llc
  West Milford, NJ
• 08/2018 → 05/2019
  Resorts World Casino
  Monticello, NY
• 05/2019 → 09/2022
  J.P. Morgan Securities, Llc.
  Goshen, NY
• 05/2019 → 09/2022
  Jp Morgan Chase Bank, N.A.
  Goshen, NY
• 08/2011 → 03/2017
  Msi Financial Services, Inc
  Paramus, NJ
• 07/2016 → 05/2017
  Massachusetts Mutual Life Insurance Co
  Paramus, NJ
• 09/2022 → 02/2023
  Keybank
  Middletown, NY
• 12/2022 → 02/2023
  Key Investment Services Llc
  Middletown, NY
• 07/2016 → 08/2018
  Aegis Risk Solutions Llc
  Iselin, NJ
• 02/2023 → Present
  J.P. Morgan Securities Llc
  Warwick, NY
• 02/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Warwick, NY

Previous Registrations

• 2017-03-25 → 2017-05-12
  Mml Investors Services, Llc
  Paramus, NJ
• 2017-01-10 → 2017-03-25
  Msi Financial Services, Inc.
  Pearl River, NY
  Paramus, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-08-20
• S63 Uniform Securities Agent State Law Examination
  2019-07-16
• S65 Uniform Investment Adviser Law Examination
  2016-12-22

Other Names

• Terry Lydecker
• Terry Lydecker
• Terry L Lydecker
• Terry Lee Lydecker
• Terry L Lydecker
• Terry L Lydecker