Alfonso Medina

$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_RES	2024-03-23
NY	RA	APPROVED	2022-06-09

Branch Locations

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

Organization	City	State	From	To
The Ayco Company, L.P./Mercer Allied	Atlanta	GA	08/2019	07/2020
Bentley University	Waltham	MA	09/2015	05/2019
Bentley University	Waltham	MA	08/2020	08/2021
Jpmorgan Chase & Co.	New York	NY	02/2022	04/2022
J.P. Morgan Securities Llc	New York	NY	05/2022	Present
Jpmorgan Chase Bank, N.A.	New York	NY	05/2022	Present
Talentwave (Ic Compliance, Llc., Synergy Services)	New York	NY	10/2021	02/2022
Ubs	New York	NY	06/2021	08/2021
Goldman Sachs & Co.	Atlanta	GA	08/2019	07/2020
Unemployed	Waltham	MA	06/2019	07/2019
Unemployed	New York	NY	09/2021	09/2021

08/2019 → 07/2020

The Ayco Company, L.P./Mercer Allied

Atlanta, GA
09/2015 → 05/2019

Bentley University

Waltham, MA
08/2020 → 08/2021

Bentley University

Waltham, MA
02/2022 → 04/2022

Jpmorgan Chase & Co.

New York, NY
05/2022 → Present

J.P. Morgan Securities Llc

New York, NY
05/2022 → Present

Jpmorgan Chase Bank, N.A.

New York, NY
10/2021 → 02/2022

Talentwave (Ic Compliance, Llc., Synergy Services)

New York, NY
06/2021 → 08/2021

Ubs

New York, NY
08/2019 → 07/2020

Goldman Sachs & Co.

Atlanta, GA
06/2019 → 07/2019

Unemployed

Waltham, MA
09/2021 → 09/2021

Unemployed

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-26

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