Tristan Gunson

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-11-16
CA	RA	APPROVED	2022-04-18

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
J.P. Morgan Securities Llc	Irvine	CA	02/2022	Present
Jpmorgan Chase Bank, N.A.	Irvine	CA	02/2022	Present
Whittier Trust Company	Newport Beach	CA	06/2021	08/2021
Corevest Finance	Irvine	CA	07/2020	12/2020
Northwestern Mutual	Newport Beach	CA	05/2019	07/2020
Chapman University	Orange	CA	08/2017	12/2021
Palos Verdes Beach And Athletic Foundation	Palos Verdes Estates	CA	05/2018	01/2020
Unemployed	Palos Verdes Estates	CA	02/2012	07/2017
Unemployed	Palos Verdes Estates	CA	01/2022	01/2022

02/2022 → Present

J.P. Morgan Securities Llc

Irvine, CA
02/2022 → Present

Jpmorgan Chase Bank, N.A.

Irvine, CA
06/2021 → 08/2021

Whittier Trust Company

Newport Beach, CA
07/2020 → 12/2020

Corevest Finance

Irvine, CA
05/2019 → 07/2020

Northwestern Mutual

Newport Beach, CA
08/2017 → 12/2021

Chapman University

Orange, CA
05/2018 → 01/2020

Palos Verdes Beach And Athletic Foundation

Palos Verdes Estates, CA
02/2012 → 07/2017

Unemployed

Palos Verdes Estates, CA
01/2022 → 01/2022

Unemployed

Palos Verdes Estates, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-18

Nearby Firms