Timothy Ebsary

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

• 10/2024 → 03/2025
  Guardian Life Insurance Company
  Buffalo, NY
• 03/2024 → 11/2024
  Trugreen Lawn Care
  Amherst, NY
• 09/2023 → 03/2024
  Strategic Consulting
  Buffalo, NY
• 05/2017 → 10/2023
  American Education Advisors
  Diamond Bar, CA
• 06/2017 → 09/2023
  Pivot Point Global
  Buffalo, NY
• 06/2012 → 04/2017
  American Commercial Strategies
  Newport Beach, CA
• 10/2024 → 03/2025
  Park Avenue Securities
  Buffalo, NY
• 04/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Buffalo, NY
• 04/2025 → Present
  J.P. Morgan Securities Llc
  Buffalo, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-04-19

Other Names

• Timothy Ebsary
• Timothy Stephen Ebsary