Best Investors Account Sign in

Trevor Val Pitzak

J.P. Morgan Securities LLC

Los Alamitos, CA

Cypress, CA

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-03-10
  • CA RA
    APPROVED
    Since 2022-03-10

Branch Locations

3997 Ball Rd, Los Alamitos, CA 90720 • United States

10011 Valley View St, Cypress, CA 90630 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Los Alamitos CA 10/2012 Present
Jpmorgan Chase Bank, N.A. Los Alamitos CA 06/2014 02/2019
Jpmorgan Chase Bank, N.A. Huntington Beach CA 02/2019 03/2022
Jpmorgan Securities Llc Los Alamitos/Garden Grove CA 03/2022 Present
  • 10/2012 → Present
    Jpmorgan Chase Bank, N.A.
    Los Alamitos, CA
  • 06/2014 → 02/2019
    Jpmorgan Chase Bank, N.A.
    Los Alamitos, CA
  • 02/2019 → 03/2022
    Jpmorgan Chase Bank, N.A.
    Huntington Beach, CA
  • 03/2022 → Present
    Jpmorgan Securities Llc
    Los Alamitos/Garden Grove, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-13
S63 Uniform Securities Agent State Law Examination 2012-09-04
  • S66 Uniform Combined State Law Examination
    2022-01-13
  • S63 Uniform Securities Agent State Law Examination
    2012-09-04

View on SEC IAPD

Other Firms

ASSET PLANNING, INC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
MIRAMONTES CAPITAL, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Other Investors

CAROL SOMOANO
SANDRA CHERYL FIELD
ERIN MARIE NELSEN
Tiarra L Johnson
Melani Rose List
SHAWN MICHAEL LOUIS
MICHAEL D. VEYETTE
ERICA RUIZ

Other Offices

ASSET PLANNING, INC · LOS ALAMITOS, CA
OSAIC WEALTH, INC. · LOS ALAMITOS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Los Alamitos, CA
MML INVESTORS SERVICES, LLC · LOS ALAMITOS, CA
LPL FINANCIAL LLC · LOS ALAMITOS, CA
LPL FINANCIAL LLC · LOS ALAMITOS`, CA
MIRAMONTES CAPITAL, LLC · Cypress, CA
LPL FINANCIAL LLC · LOS ALAMITOS, CA

More in Los Alamitos, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor