Jeffery Gaetan

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

• 02/2026 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 02/2026 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 02/2022 → 02/2026
  Cibc
  Toronto
• 11/2015 → 02/2022
  Td Bank
  Toronto

Other Businesses

NAME OF OTHER BUSINESS:Real Estate - Residential Property Rental IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Toronto,,M5V 0W9,CAN NATURE OF OTHER BUSINESS:Residential Property - Rental YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Personally investing in or owning another company START DATE OF YOUR RELATIONSHIP:2024-06-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:1 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:I own a residential rental condo in Toronto, Ontario. A tenant leases the condo from me for a monthly rental amount. I own the property in my personal name. The property is located at 543 Richmond St. West, Toronto, Ontario IS THIS A RESIDENTIAL ADDRESS?:Yes

Exams

• S66 Uniform Combined State Law Examination
  2026-05-05

Other Names

• Jeffrey Gaetan