Timothy J Distler

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

• 07/2018 → Present
  Jpmorgan Securities Llc
  New York, NY
• 06/2017 → 08/2017
  J.P. Morgan Chase Bank, Na
  New York, NY
• 09/2016 → 05/2018
  Suny Oneonta Student Association
  Oneonta, NY
• 05/2013 → 12/2017
  Southward Ho Country Club
  Bay Shore, NY
• 08/2014 → 05/2018
  State University Of New York College At Oneonta
  Oneonta, NY
• 12/2021 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 06/2018 → 06/2018
  Unemployed
  Amityville, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-18
• S63 Uniform Securities Agent State Law Examination
  2021-04-14

Other Names

• Timothy J Distler
• Timothy John Distler