Anthony York

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

• 03/2014 → 09/2017
  Cycle Springs
  Clearwater, FL
• 12/2019 → 01/2021
  Torque Real Estate Group
  Tampa, FL
• 09/2017 → 10/2020
  Meticulous Preparations
  Tampa, FL
• 09/2019 → 09/2020
  Bar Hwrd
  Tampa, FL
• 12/2020 → 09/2023
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2020 → 09/2023
  Northwestern Mutual Investment Services Llc
  Clearwater, FL
• 09/2019 → 03/2020
  Modern Business Associates
  St. Petersburg, FL
• 09/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Tampa, FL
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Tampa, FL
• 09/2020 → 09/2022
  Tampa Firearms Academy Llc
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-18
• S63 Uniform Securities Agent State Law Examination
  2021-09-02

Other Names

• Anthony York
• Aj York
• Anthony John York