Philip S Getfield

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Babylon, NY
• 10/2012 → Present
  Jpmorgan Chase Bank, N.A.
  Babylon, NY

Previous Registrations

• 1998-07-17 → 2012-10-01
  Chase Investment Services Corp.
  Ozone Park, NY
  Howard Beach, NY
  Howard Beach, NY
  Ozone Park, NY
  South Richmond Hill, NY
  Ozone Park, NY
  Bayside, NY
  Bayside, NY
  Howard Beach, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-27
• S63 Uniform Securities Agent State Law Examination
  1993-03-10

Other Names

• Phil Getfield
• Philip Stefan Getfield