Vincent J Mcguinness

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

• 04/2013 → Present
  Jpmorgan Securities Llc
  Irvine, CA
• 04/2013 → Present
  Jpmorgan Chase Bank Na
  Irvine, CA
• 12/2004 → Present
  Bomac, Llc
  Santa Barbara, CA

Other Businesses

Entity Name: BOMAC, LLC Investment related: No "Address: Principal Mailing Address--4645 Via Bendita, Santa Barbara, CA 93110" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/31/2004 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: BOMAC, LLC owns two assets. A personal residence and a bank account for operating the residence. AN Irrevocable Trust Created by my Parents for my benefit owns 25% of BOMAC, LLC. I am currently the Trustee of the Trust. I am named Manager for BOMAC, LLC. " Entity Name: Transamerica Asset Management, LLC. Investment related: No Address: Newport Beach, CA Nature of the other business: I residual income through a prior contract. Position/Title/Relationship: Other Start Date: 03-Jul-1995 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: None - I residual income through a prior contract.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-20
• S63 Uniform Securities Agent State Law Examination
  2013-05-23
• S66 Uniform Combined State Law Examination
  2001-08-23

Other Names

• Vince Mcguinness
• Vincent James Mcguinness