Trevor Cole Johnson

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

• 03/2012 → 03/2017
  Pnc Investments
  Indianapolis, IN
• 03/2012 → 03/2017
  Pnc Bank
  Indianapolis, IN
• 03/2017 → 07/2020
  Pnc Investments
  Indianapolis, IN
• 08/2020 → 07/2021
  American Fidelity Securities, Inc.
  Indianapolis, IN
• 08/2021 → 08/2021
  Unemployed
  Columbus, IN
• 09/2021 → Present
  Jp Morgan Chase Bank, N.A.
  Greenwood, IN
• 09/2021 → Present
  J.P. Morgan Securities, Llc
  Greenwood, IN

Previous Registrations

• 2014-10-24 → 2020-08-03
  Pnc Wealth Management Llc
  Greenwood, IN
  Indianapolis, IN
  Carmel, IN
  Indianapolis, IN
  Indianapolis, IN
  Columbus, IN
  Nashville, IN
  Columbus, IN
  Greenwood, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-23
• S63 Uniform Securities Agent State Law Examination
  2010-05-27

Other Names

• Trevor C Johnson