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Trevor Owen

J.P. Morgan Securities LLC

Santa Cruz, CA

CRD 6314032

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-11-21
CA RA APPROVED 2017-10-17
  • TX RA
    APPROVED
    Since 2017-11-21
  • CA RA
    APPROVED
    Since 2017-10-17

Branch Locations

730 Ocean Street, Santa Cruz, CA 95060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Securities Llc San Jose CA 03/2014 08/2017
Jp Morgan Chase Bank, N.A. Santa Cruz CA 01/2016 08/2017
Jp Morgan Chase Bank, N.A. San Jose CA 08/2017 01/2023
Jp Morgan Securities Llc Santa Cruz CA 01/2023 Present
Jp Morgan Chase Bank, N.A. Santa Cruz CA 01/2023 Present
  • 03/2014 → 08/2017
    Jp Morgan Securities Llc
    San Jose, CA
  • 01/2016 → 08/2017
    Jp Morgan Chase Bank, N.A.
    Santa Cruz, CA
  • 08/2017 → 01/2023
    Jp Morgan Chase Bank, N.A.
    San Jose, CA
  • 01/2023 → Present
    Jp Morgan Securities Llc
    Santa Cruz, CA
  • 01/2023 → Present
    Jp Morgan Chase Bank, N.A.
    Santa Cruz, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-10
S63 Uniform Securities Agent State Law Examination 2014-07-09
  • S66 Uniform Combined State Law Examination
    2017-10-10
  • S63 Uniform Securities Agent State Law Examination
    2014-07-09
Other Names
  • Trevor Owen
  • Trevor Kyle Owen

View on SEC IAPD

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Nearby Investors

TIFFANY DANIELLE HAMMER
NIKOLAS MARSHAL BARR
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Nearby Offices

MORGAN STANLEY · Santa Cruz, CA
EDWARD JONES · SCOTTS VALLEY, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Scotts Valley, CA

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