Catherine Ann Turk

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
  Riverhead, NY
• 12/2009 → Present
  Jpmorgan Chase Bank, N.A.
  Riverhead, NY

Previous Registrations

• 2010-01-07 → 2012-10-01
  Chase Investment Services Corp.
  Sayville, NY
  Greenport, NY
  Mattituck, NY
  Riverhead, NY
  Riverhead, NY

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 3/1/2017 ADDRESS: 180 Middle Island, NY 11953 DETAILS: 180 MIDDLE ISLAND, NY. CONDO. HOURS DEDICATED (per month unless otherwise indicated): THE MAJORITY WILL BE A 2-3 HOURS PER MONTH, ONLY EVENINGS AND WEEKENDS. HOURS DURING TRADING: 0 INVESTMENT RELATED: YES

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-16
• S63 Uniform Securities Agent State Law Examination
  2001-10-12

Other Names

• Cathrine Boyle
• Catherine Ann Boyle
• Catherine Marrone