Alec Trentler

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

• 12/2018 → 03/2020
  Edward Jones
  Phoenix, AZ
• 03/2015 → 08/2018
  Harkins Theatres
  Scottsdale, AZ
• 03/2020 → 11/2020
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 04/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Phoenix, AZ
• 04/2021 → Present
  J.P. Morgan Securities Llc
  Phoenix, AZ
• 12/2020 → 02/2021
  Target
  Scottsdale, AZ
• 03/2020 → 11/2020
  Charles Schwab
  Phoenix, AZ
• 02/2019 → 10/2019
  Mass Mutual Life Insurance Co
  Scottsdale, AZ
• 09/2018 → 11/2018
  Unemployed
  Tempe, AZ
• 03/2021 → 03/2021
  Unemployed
  Scottsdale, AZ

Previous Registrations

• 2020-04-29 → 2020-12-15
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 2019-03-06 → 2020-03-05
  Edward Jones
  Tempe, AZ
  St Louis, MO
  Scottsdale, AZ
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2019-03-04

Other Names

• Alec A Trentler
• Alec Anton Trentler