Pehrson Szuluk

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

• 07/2016 → 07/2020
  Unemployed
  Avon, CT
• 12/2024 → 08/2025
  Jp Morgan
  Palm Beach Gardens, FL
• 07/2022 → 08/2022
  Morgan Stanley
  New York City, NY
• 06/2021 → 08/2021
  Morgan Stanley
  Boca Raton, FL
• 08/2025 → 12/2025
  Unemployed
  West Palm Beach, FL
• 05/2024 → 12/2024
  Unemployed
  West Palm Beach, FL
• 08/2020 → 05/2024
  Roger Williams University
  Bristol, RI
• 01/2026 → 06/2026
  Northwestern Mutual Investment Services Llc
  West Palm Bch, FL
• 07/2026 → Present
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 07/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL

Previous Registrations

• 2026-06-10 → 2026-06-22
  Northwestern Mutual Investment Services, Llc
  West Palm Bch, FL

Other Businesses

Effective 7/27/2026 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
  2026-06-06

Other Names

• Pehrson R Szuluk
• Pehrson Szuluk
• Pehrson Richard Szuluk