Bao Truong

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

• 10/2019 → 02/2020
  Jp Morgan Securities, Llc
  San Diego, CA
• 10/2019 → 02/2020
  Jp Morgan Chase Bank, N.A.
  San Diego, CA
• 07/2016 → 10/2019
  Jpmorgan Chase Bank
  San Diego, CA
• 09/2022 → 04/2026
  Bao Truong
  San Diego, CA
• 02/2020 → Present
  Jpmorgan Chase Bank, N.A.
  San Diego, CA
• 02/2020 → Present
  J.P. Morgan Securities Llc
  San Diego, CA

Other Businesses

Entity Name: BAO TRUONG Investment related: No Address: SAN DIEGO, CA 92114. Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/01/2012 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: RENTAL PROPERTY: 134 LOS ALAMOS DRIVE, SAN DIEGO, CA 92114. COLLECTING RENT AND PAY MORTGAGE. Entity Name: BAO TRUONG Investment related: No Address: SAN DIEGO, CA 92114 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/01/2019 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: RENTAL PROPERTY: 203 LOS ALAMOS DRIVE, SAN DIEGO, CA 92114. I COLLECT RENT AND MAKE MORTGAGE PAYMENT. Entity Name: BAO TRUONG Investment related: No Address: SAN DIEGO, CA 92114 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/22/2013 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: RENTAL PROPERTY: 4300 NEWTON AVE UNIT 20, SAN DIEGO, CA 92113. I COLLECT RENT AND MAKE MORTGAGE PAYMENT. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 1/1/2012 ADDRESS: San Diego, CA DETAILS: 3 INVESTMENT PROPERTIES. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 8 HOURS DURING TRADING: 8 Entity Name: BAO TRUONG Investment related: No Address: SAN DIEGO, CA 92114 Nature of the other business: Real Estate Position/Title/ Relationship: Owner/Partner Start Date: 05/01/2012 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: RENTAL PROPERTY: 134 SAN DIEGO, CA 92114. COLLECTING RENT AND PAY MORTGAGE.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-16

Other Names

• Bao Truong
• Bao Quoc Truong