Patrick M Murphy

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

• 10/2010 → 06/2018
  Morgan Stanley Smith Barney
  Westport, CT
• 01/2015 → 06/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 06/2018 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2018 → Present
  Jpmorgan Securities, Llc.
  New York, NY
• 04/2021 → Present
  Holden Street Associates Llc
  Palisades, NY

Previous Registrations

• 2011-01-26 → 2018-06-21
  Morgan Stanley
  Greenwich, CT
  Westport, CT
  New York, NY
  New York, NY

Other Businesses

Entity Name: Carter Burden Network Investment related: No "Address: 415 East 73rd Street, NY, NY 10021 www.carterburdennetwork.org" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 05/14/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a 501C3 senior services organization. They have asked me to serve as the chair of the finance/investment committee. There is no JPMC connection. Entity Name: Holden Street Associates LLC Investment related: Y "Address: 696 Oak Tree Road Palisades NY 10964" Nature of the other business: Real Estate Position/Title/Relationship: Investor Start Date: 04/30/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: My siblings and I inherited this LLC from my late father. We each own a 25% interest. It has passive, minority investments in 6 LLCs that own commercial real estate. We have no operational role or any voting rights related to the LLCs. My sister is the managing member of Holden Street Assoc LLC "

Exams

• S66 Uniform Combined State Law Examination
  2011-01-25