Tyler Medina

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

• 07/2023 → 05/2024
  Ubs Financial Services, Inc
  Weehawken, NJ
• 05/2024 → 08/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
• 05/2024 → 08/2025
  Bank Of America, N.A.
  Princeton, NJ
• 08/2022 → 01/2023
  Lincroft Tavern Llc
  Lincroft, NJ
• 08/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 08/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 08/2015 → 07/2022
  Unemployed
  Colts Neck, NJ
• 02/2023 → 06/2023
  Unemployed
  Colts Neck, NJ

Previous Registrations

• 2024-06-13 → 2025-08-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
• 2024-01-09 → 2024-05-28
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2024-01-08

Other Names

• Tyler Medina
• Tyler John Medina