Jeffrey Burke

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

• 10/2008 → 12/2018
  J.P. Morgan Securities Llc
  New York, NY
• 10/2008 → 12/2018
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 01/2019 → 03/2022
  Unemployed
  Weehawken, NJ
• 04/2022 → 04/2024
  Citibank/Citigroup
  New York, NY
• 02/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 02/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 04/2022 → 04/2024
  Citigroup Global Markets Inc.
  New York, NY
• 05/2022 → 04/2024
  Citi Private Alternatives, Llc
  New York, NY
• 05/2024 → 01/2025
  Unemployed
  Weehawken, NJ

Previous Registrations

• 2022-05-12 → 2024-05-13
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
• 2022-05-12 → 2010-06-30
  Citi Private Alternatives, Llc
  New York, NY

Other Businesses

Effective 2/3/2025 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-29
• S63 Uniform Securities Agent State Law Examination
  1994-01-31

Designations

• Chartered Financial Analyst

Other Names

• Jeffrey Allen Burke
• Jeffrey Burke
• Jeffrey A Burke