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Tyler Poritzky

J.P. Morgan Securities LLC

New York, NY

CRD 7495451

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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 2022-11-16
NY RA APPROVED 2022-04-18
  • TX RA
    APPROVED
    Since 2022-11-16
  • NY RA
    APPROVED
    Since 2022-04-18

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • 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
J.P. Morgan Securities Llc New York NY 01/2022 Present
Jpmorgan Chase Bank, N.A. New York NY 01/2022 Present
Alphasights New York NY 07/2020 12/2021
Liberty Mutual Chicago IL 06/2019 08/2019
Rush Street Capital Chicago IL 05/2019 06/2019
Engel & Volkers Wellesley MA 06/2018 08/2018
University Of Michigan - Stephen M. Ross School Of Business Ann Arbor MI 04/2018 09/2018
University Of Michigan Ann Arbor MI 09/2017 04/2020
Brandeis University Waltham MA 09/2016 05/2017
Randstad Wellesley MA 05/2016 12/2016
Unemployed Newton MA 06/2017 08/2017
Unemployed Needham MA 05/2020 06/2020
  • 01/2022 → Present
    New York, NY
  • 01/2022 → Present
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 07/2020 → 12/2021
    Alphasights
    New York, NY
  • 06/2019 → 08/2019
    Liberty Mutual
    Chicago, IL
  • 05/2019 → 06/2019
    Rush Street Capital
    Chicago, IL
  • 06/2018 → 08/2018
    Engel & Volkers
    Wellesley, MA
  • 04/2018 → 09/2018
    University Of Michigan - Stephen M. Ross School Of Business
    Ann Arbor, MI
  • 09/2017 → 04/2020
    University Of Michigan
    Ann Arbor, MI
  • 09/2016 → 05/2017
    Brandeis University
    Waltham, MA
  • 05/2016 → 12/2016
    Randstad
    Wellesley, MA
  • 06/2017 → 08/2017
    Unemployed
    Newton, MA
  • 05/2020 → 06/2020
    Unemployed
    Needham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-18
  • S66 Uniform Combined State Law Examination
    2022-04-18
Other Names
  • Tyler Poritzky
  • Tyler Gabriel Poritzky

View on SEC IAPD

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