Robert J Trismen

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

• 11/2006 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 10/2010 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2006-11-16 → 2008-10-01
  J.P. Morgan Securities Inc.
  New York, NY
  New York, NY
• 1996-09-18 → 2006-11-17
  Chase Investment Services Corp.
  New York, NY
  New York, NY
  New York, NY

Other Businesses

Entity Name: Quiet Moon Alpacas Investment related: No Address: 45 Stone Ridge, NY Nature of the other business: Alpaca Farm. Animals were bred, taken to shows, fiber sold. Currently only selling fiber. Position/Title/Relationship: Officer Start Date: 21-Jul-2014 Approximate # of hours a month: 20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Oversee the business. Effective 6/15/2018 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

• S63 Uniform Securities Agent State Law Examination
  1985-09-19

Other Names

• Robert John Trisman
• Robert John Trismen