Trevor Robert Wertheimer

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

• 08/2014 → 06/2018
  Regis High School
  New York, NY
• 07/2017 → 08/2017
  Keyfood
  Levittown, NY
• 09/2018 → 06/2022
  Williams College
  Williamstown, MA
• 06/2018 → 08/2018
  Mcdonough & Domenici Llc
  New York, NY
• 03/2020 → 08/2020
  Mcdonough & Domenici Llc
  New York, NY
• 06/2019 → 08/2019
  Dematteo Law
  New York, NY
• 06/2021 → 08/2021
  Dematteo Law
  New York, NY
• 06/2020 → 08/2021
  Williams College
  Williamstown, MA
• 06/2019 → 08/2019
  Williams College
  Williamstown, MA
• 06/2020 → 08/2021
  Varsity Tutors
  New York, NY
• 07/2022 → 02/2023
  Goldman Sachs
  Cohoes, NY
• 03/2023 → Present
  Jpmorgan Chase Bank, Na
  New York, NY
• 03/2023 → Present
  Jpmorgan Securities Llc
  New York, NY

Previous Registrations

• 2022-12-19 → 2023-04-04
  United Capital Financial Advisors
  Cohoes, NY
• 2022-09-30 → 2022-12-19
  Goldman Sachs Wealth Services, L.P.
  Cohoes, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16

Other Names

• Trevor Wertheimer