Ihor Zbyshko

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

• 02/2016 → 05/2023
  Citizens Bank
  West Chester, PA
• 07/2017 → 12/2020
  Citizens Securities, Inc
  West Chester, PA
• 09/2021 → 08/2022
  Citizens Securities, Inc
  Westwood, MA
• 09/2022 → 05/2023
  Citizens Securities, Inc
  Westwood, MA
• 05/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Paoli, PA
• 05/2023 → Present
  J.P. Morgan Securities Llc
  Paoli, PA
• 05/2023 → 05/2023
  Wells Fargo Na
  West Chester, PA

Previous Registrations

• 2022-09-29 → 2023-05-30
  Citizens Securities, Inc.
  Conshohocken, PA
  West Chester, PA
  Conshohocken, PA
  Hudson, NH
• 2021-09-09 → 2022-09-01
  Citizens Securities, Inc.
  West Chester, PA
  Conshohocken, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-03
• S63 Uniform Securities Agent State Law Examination
  2017-09-05