Zachary R. Pumphrey

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

• 07/2017 → 09/2022
  Carpentry By Turchetta
  Jupiter, FL
• 05/2021 → 08/2021
  Cohen Commercial Real Estate
  North Palm Beach, FL
• 11/2021 → 01/2022
  The Medina Group Llc
  Tallahassee, FL
• 01/2016 → 12/2016
  U-Tiki Beach
  Jupiter, FL
• 10/2022 → 03/2025
  Oppenheimer & Co. Inc.
  North Palm Beach, FL
• 06/2022 → 06/2022
  Frigates Waterfront Bar And Grill Inc
  North Palm Beach, FL
• 02/2018 → 03/2018
  Tequesta Country Club Inc
  Tequesta, FL
• 10/2022 → 03/2025
  Oppenheimer & Co. Inc.
  North Palm Beach, FL
• 03/2025 → Present
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 03/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 01/2017 → 06/2017
  Unemployed
  Jupiter, FL
• 07/2021 → 07/2021
  Duffys Sports Grille
  Jupiter, FL

Previous Registrations

• 2023-04-18 → 2025-03-28
  Oppenheimer & Co. Inc.
  North Palm Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-04-14

Other Names

• Zachary Pumphrey
• Zachary R Pumphrey
• Zachary Robert Pumphrey