Serge Permyakoff

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

• 09/2016 → 03/2017
  Adecco Usa Inc
  New York, NY
• 04/2018 → 06/2018
  Mcm Products Usa Inc
  New York, NY
• 09/2018 → 07/2024
  Bank Of America, N.A.
  New York, NY
• 08/2024 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 08/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 07/2018 → 08/2018
  Unemployed
  New York, NY
• 04/2017 → 03/2018
  Unemployed
  New York, NY
• 02/2020 → Present
  Rental Property Is Held By Banner Irrevocable Trust, Serge Permy
  Brooklyn, NY

Other Businesses

Entity Name: Rental property is held by Banner Irrevocable Trust, Serge Permyakoff (FA), Trustee and Beneficiary Investment related: No Address: Brooklyn, NY Nature of the other business: Irrevocable Trust Position/Title/Relationship: Advisor/Officer Start Date: 02/01/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Serge Permyakoff is a trustee and a beneficiary of Banner Irrevocable Trust, a family irrevocable trust. The trust holds a single rental residential property. Serge manages the property expenses through a Chase Bank checking account. There is no compensation received for this activity. There are no investment accounts under the name of the trust. Effective 8/1/2024 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-22
• S63 Uniform Securities Agent State Law Examination
  2006-08-17

Other Names

• Serge Sergervich Permyakoff
• Serge Sergeevich Permyakoff
• Serge Permyakoff
• Serge S Permyakoff