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Tessa Vera Garnett

J.P. Morgan Securities LLC

Phoenix, AZ

CRD 7499243

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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 2022-11-17
AZ RA APPROVED 2022-04-01
  • TX RA
    APPROVED
    Since 2022-11-17
  • AZ RA
    APPROVED
    Since 2022-04-01

Branch Locations

4300 E Camelback Rd Suite #400, Floor 04, Phoenix, AZ 85018-2719 • 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
Jpmorgan Chase Bank, N.A. Phoenix AZ 01/2022 Present
J.P. Morgan Securities Llc Phoenix AZ 01/2022 Present
Bmo Harris Bank Chicago IL 03/2013 01/2022
  • 01/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Phoenix, AZ
  • 01/2022 → Present
    J.P. Morgan Securities Llc
    Phoenix, AZ
  • 03/2013 → 01/2022
    Bmo Harris Bank
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-25
  • S66 Uniform Combined State Law Examination
    2022-03-25
Other Names
  • Tessa Vera Garnett
  • Teresa Vera Boyce
  • Tessa Vera Boyce
  • Teresa Vera Garnett

View on SEC IAPD

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