Annina Joann Trimark

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

• 07/2019 → 11/2020
  Jp Morgan Securities Llc
  Chicago, IL
• 07/2019 → 11/2020
  Jp Morgan Chase Bank
  Chicago, IL
• 05/2013 → 05/2019
  International House Of Pancakes
  Addison, IL
• 06/2017 → 08/2017
  Afl-Cio Housing Investment Trust
  Washington D.C., DC
• 06/2016 → 09/2016
  Northstar Anesthesia
  Oakbrook, IL
• 10/2018 → 12/2018
  Lululemon
  Chicago, IL
• 11/2015 → 07/2019
  University Of Chicago: Ratner Athletic Center
  Chicago, IL
• 05/2018 → 08/2018
  Jp Morgan Chase Bank
  Northbrook, IL
• 11/2020 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 11/2020 → Present
  Jpmorgan Securities Llc
  New York, NY
• 02/2023 → 08/2023
  Core Power Yoga
  New York, NY
• 08/2024 → 04/2025
  Wag! Caregiver
  San Francisco., CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-12
• S63 Uniform Securities Agent State Law Examination
  2019-11-11

Other Names

• Nina Joann Beltrano
• Annina Joann Beltrano