Trevor Christian Faulk

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

• 10/2022 → Present
  First Republic Investment Management, Inc.
  Greenwich, CT
• 06/2023 → 10/2023
  First Republic Securities Company, Llc
  Greenwich, CT
• 01/2013 → 05/2021
  Student
  Greenwich, CT
• 07/2021 → 07/2022
  Gartner
  Stamford, CT
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Greenwich, CT
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  Greenwich, CT

Previous Registrations

• 2024-04-09 → 2025-03-19
  J.P. Morgan Private Wealth Advisors Llc
  Greenwich, CT

Exams

• S66 Uniform Combined State Law Examination
  2024-02-01

Other Names

• Trevor C Faulk