William Bermel

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

• 01/2015 → 12/2017
  Goldman Sachs
  Jersey City, NJ
• 12/2017 → 09/2020
  Arbor Realty Trust
  New York, NY
• 09/2020 → 08/2021
  Ocean Road Advisors Inc.
  New York, NY
• 09/2021 → 09/2024
  Citigroup
  New York, NY
• 10/2024 → 10/2024
  Unemployed
  Rockville Centre, NY
• 11/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Greenvale, NY
• 11/2024 → Present
  J.P. Morgan Securities Llc
  Greenvale, NY

Previous Registrations

• 2022-01-04 → 2024-12-06
  Citigroup Global Markets Inc.
  New York, NY
  Rockville Centre, NY
• 2022-01-04 → 2010-06-30
  Citi Private Alternatives, Llc
  New York, NY
  Rockville Centre, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-12-15

Other Names

• William Christopher Bermel