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Trevor Daniel Harris

J.P. Morgan Securities LLC

New York, NY

Los Angeles, CA

CRD 8072908

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-24
TX RA APPROVED 2025-07-24
  • CA RA
    APPROVED
    Since 2025-07-24
  • TX RA
    APPROVED
    Since 2025-07-24

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • United States

2029 Century Park E Floor 40, Los Angeles, CA 90067 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Los Angeles CA 04/2025 Present
Jpmorgan Chase Bank, N.A. Los Angeles CA 07/2023 Present
First Republic Bank Los Angeles CA 10/2017 07/2023
City National Bank Beverly Hills CA 10/2016 10/2017
Unemployed Santa Monica CA 09/2016 09/2016
  • 04/2025 → Present
    Los Angeles, CA
  • 07/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Los Angeles, CA
  • 10/2017 → 07/2023
    First Republic Bank
    Los Angeles, CA
  • 10/2016 → 10/2017
    City National Bank
    Beverly Hills, CA
  • 09/2016 → 09/2016
    Unemployed
    Santa Monica, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-24
  • S66 Uniform Combined State Law Examination
    2025-07-24

View on SEC IAPD

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