Luke P Murphy

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
  Greenwich, CT
• 07/2018 → Present
  Jpmorgan Chase Bank, N.A.
  Greenwich, CT
• 10/2014 → 04/2018
  Ruffalo Noel Levitz
  Medford, MA
• 09/2016 → 12/2016
  Tufts University
  Medford, MA
• 01/2018 → 04/2018
  Tufts University
  Medford, MA
• 05/2018 → 07/2018
  Unemployed
  Mamaroneck, NY
• 05/2017 → 08/2017
  J.P. Morgan Chase
  Greenwich, CT
• 09/2014 → 05/2018
  Tufts University
  Medford, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-25
• S63 Uniform Securities Agent State Law Examination
  2018-09-17