Torren Joseph Szuluk

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

• 11/2008 → 04/2017
  Ubs Financial Services Inc.
  Palm Beach, FL
• 04/2017 → 06/2022
  Morgan Stanley
  Boca Raton, FL
• 06/2022 → Present
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 06/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 09/2022 → Present
  Eighty Seven Park #1103, Llc
  Miami Beach, FL
• 11/2015 → Present
  Emboline
  Santa Cruz, CA
• 05/2022 → Present
  Ventiva
  Norwalk, CT
• 09/2009 → Present
  Szuluk Family Lp
  Miami Beach, FL
• 04/2021 → Present
  Eighty Seven Park 1103, Llc
  Miami Beach, FL

Previous Registrations

• 2017-04-12 → 2022-07-15
  Morgan Stanley
  Boca Raton, FL
  Miami, FL
  Delray Beach, FL
  Miami, FL
  Miami Beach, FL
• 2008-12-12 → 2017-04-21
  Ubs Financial Services Inc.
  West Palm Beach, FL
  West Palm Beach, FL
  Palm Beach, FL
  Weehawken, NJ
  Palm Beach Gardens, FL
  Boca Raton, FL
• 2004-09-17 → 2008-11-24
  Wells Fargo Clearing Services, Llc
  Palm Beach, FL
  Palm Beach, FL
  Boca Raton, FL
• 2001-12-31 → 2004-08-11
  Citigroup Global Markets Inc.
  Raleigh, NC

Other Businesses

Entity Name: Scout AI Investment related: No Address: 3960 N First St, San Jose, CA 95134 Nature of the other business: Artificial Intelligence Position/Title/Relationship: Owner/Partner Start Date: 03/13/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Private Investment- no role Entity Name: Hark Labs Investment related: No Address: 3960 N First St, San Jose, CA 95134 Nature of the other business: Artificial Intelligence Position/Title/Relationship: Owner/Partner Start Date: 02/20/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: AI lab. I will be making a passive investment. No role in the company. Entity Name: Figure AI Investment related: No Address: 3960 N First St, San Jose, CA 95134 Nature of the other business: Technology Position/Title/Relationship: Owner/Partner Start Date: 03/24/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Robotics company. No role, only investor. Entity Name: EIGHTY SEVEN PARK 1103, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/29/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Previous primary residence that is currently rented. Entity Name: Szuluk Family LP Investment related: No "Address: Miami Beach FL 33154" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/28/2009 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investment Holding Company for estate planning purposes Entity Name: Ventiva Investment related: No Address: Norwalk, CT 33154 Nature of the other business: Technology Position/Title/Relationship: Employee/Contractor Start Date: 05/30/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: technology hardware co Entity Name: Emboline Investment related: No Address: santa cruz, ca 33154 Nature of the other business: Medical Technology Position/Title/Relationship: Employee/Contractor Start Date: 11/13/2015 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: medical technology company Entity Name: Eighty Seven Park #1103, LLC Investment related: No "Address: Miami Beach, FL 33154" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 09/09/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC to hold real estate which is my primary residence Effective 6/27/2022 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. 6.Szuluk Family Limited Partnership; Investment related; Investments business; General Partner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2009; During business hours: 0; After business hours: 5 *318496 - McClure Szuluk Tuscaloosa LLC; Investment related Yes; Delray Beach, FL; Restaurant; Owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2016; After business hours: 2 *318495 - McClure Szuluk Investements; Investment related Yes; Daphne, AL; Restaurant; Owner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2017; After business hours: 2

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-13
• S63 Uniform Securities Agent State Law Examination
  1995-04-19

Other Names

• Torren Szuluk
• Torren Joseph Szuluk
• Torren Joseph Joseph Szuluk