Timothy Augustine

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

• 08/2015 → 11/2016
  Topping Rose House
  Bridgehampton, NY
• 11/2016 → 03/2019
  Td Bank
  Elwood, NY
• 03/2019 → Present
  J.P. Morgan Securities Llc
  Glen Cove, NY
• 03/2019 → Present
  Jpmorgan Chase Bank, N.A.
  Glen Cove, NY
• 06/2022 → 06/2023
  Fth Cards Llc
  Huntington Station, NY
• 06/2025 → Present
  Pto Beverages Llc
  Huntington Station, NY

Other Businesses

Entity Name: PTO Beverages LLC Investment related: No Address: 35 Ludlam St, Huntington Station, NY, 11746. No website currently. Nature of the other business: Food & Beverage Position/Title/Relationship: Owner/Partner Start Date: 06/07/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Non-alcoholic beverages, namely, functional beverages containing adaptogens, nootropics, vitamins, minerals, and natural stimulants for mood, focus, or energy enhancement; carbonated and non carbonated soft drinks; flavored waters; sparkling water; energy drinks; wellness shots

Exams

• S66 Uniform Combined State Law Examination
  2023-05-09
• S63 Uniform Securities Agent State Law Examination
  2019-05-17

Other Names

• Timothy A Augustine
• Timothy Augustine
• Tim A Augustine
• Tim Augustine
• Timothy Alexander Augustine