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Tyler Berg

J.P. Morgan Securities LLC

Frankfort, IL

CRD 7888931

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-07-30
  • IL RA
    APPROVED
    Since 2025-07-30

Branch Locations

20801 South Lagrange Road, Frankfort, IL 60423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors Llc Oak Brook IL 07/2024 05/2025
Palos Parks Public Works Palos Park IL 05/2023 12/2023
Prestige Baseball Organization Alsip IL 05/2022 07/2023
Mosquito Squad Lemont IL 05/2020 08/2022
Albertsons Companies, Inc./Jewel-Osco Tinley Park IL 09/2018 02/2019
Equitable Financial Life Insurance Oak Brook IL 08/2024 05/2025
Jpmorgan Chase Bank, N.A. Frankfort IL 07/2025 Present
J.P. Morgan Securities Llc Frankfort IL 07/2025 Present
Unemployed Alsip IL 07/2015 08/2018
Unemployed Alsip IL 03/2019 04/2020
Unemployed Alsip IL 01/2024 06/2024
Unemployed Alsip IL 06/2025 06/2025
  • 07/2024 → 05/2025
    Oak Brook, IL
  • 05/2023 → 12/2023
    Palos Parks Public Works
    Palos Park, IL
  • 05/2022 → 07/2023
    Prestige Baseball Organization
    Alsip, IL
  • 05/2020 → 08/2022
    Mosquito Squad
    Lemont, IL
  • 09/2018 → 02/2019
    Albertsons Companies, Inc./Jewel-Osco
    Tinley Park, IL
  • 08/2024 → 05/2025
    Equitable Financial Life Insurance
    Oak Brook, IL
  • 07/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Frankfort, IL
  • 07/2025 → Present
    Frankfort, IL
  • 07/2015 → 08/2018
    Unemployed
    Alsip, IL
  • 03/2019 → 04/2020
    Unemployed
    Alsip, IL
  • 01/2024 → 06/2024
    Unemployed
    Alsip, IL
  • 06/2025 → 06/2025
    Unemployed
    Alsip, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-20
  • S66 Uniform Combined State Law Examination
    2024-11-20
Other Names
  • Tyler John Berg

View on SEC IAPD

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