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Tiffany R. Kuehner

J.P. Morgan Securities LLC

Greenwich, CT

CRD 7593015

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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
CT RA APPROVED 2022-08-25
TX RA APPROVED 2022-08-25
  • CT RA
    APPROVED
    Since 2022-08-25
  • TX RA
    APPROVED
    Since 2022-08-25

Branch Locations

100 W Putnam Ave Floor 04, Greenwich, CT 06830 • 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. Greenwich CT 04/2022 Present
J.P. Morgan Securities Llc Greenwich CT 04/2022 Present
Book Trust Denver CO 07/2018 01/2020
Catholic Relief Services Port Au Prince 07/2017 10/2017
Unemployed New Canaan CT 08/2016 06/2017
Unemployed Boulder CO 11/2017 06/2018
Unemployed New Canaan CT 02/2020 03/2022
  • 04/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Greenwich, CT
  • 04/2022 → Present
    Greenwich, CT
  • 07/2018 → 01/2020
    Book Trust
    Denver, CO
  • 07/2017 → 10/2017
    Catholic Relief Services
    Port Au Prince
  • 08/2016 → 06/2017
    Unemployed
    New Canaan, CT
  • 11/2017 → 06/2018
    Unemployed
    Boulder, CO
  • 02/2020 → 03/2022
    Unemployed
    New Canaan, CT
Other Businesses

Entity Name: New Canaan Community Foundation Investment related: No "Address: New Canaan Community Foundation 111 Cherry Street |New Canaan CT 06840 203-966-0231www.newcanaancf.org" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 07/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board Member and requested to sit on their Finance Committee. There is no connection to JPMC. Entity Name: Young Presidents Organization Investment related: Yes Address: New Canaan, Connecticut 06840 https://www.ypoconnect.org/ Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 03/01/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I have been asked to serve as a Board Member for a new YPO Chapter being created for the Tri-State area called YPO NY Polaris. I have been asked to serve as the volunteer Board Treasurer and Forum Officer. This is a global leadership community committed to life-long learning.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-25
  • S66 Uniform Combined State Law Examination
    2022-08-25
Other Names
  • Tiffany Rose Kuehner

View on SEC IAPD

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