Michael Trifaro

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

• 07/2024 → Present
  Jpmorgan Chase Bank, Na
  New York, NY
• 07/2024 → Present
  Jpmorgan Securities Llc
  New York, NY
• 06/2023 → 08/2023
  Jpmorgan Chase Bank, Na
  New York, NY
• 12/2019 → 08/2021
  Richmond County Country Club
  Staten Island, NY
• 07/2019 → 08/2019
  Mjs Financial
  Staten Island, NY
• 07/2018 → 08/2018
  United Activities Unlimited
  Staten Island, NY
• 07/2014 → 06/2018
  Unemployed
  Staten Island, NY
• 09/2018 → 06/2019
  Unemployed
  Staten Island, NY
• 09/2019 → 11/2019
  Tottenville High School
  Staten Island, NY
• 09/2021 → 05/2022
  Unemployed
  Staten Island, NY
• 09/2022 → 05/2023
  Binghamton University
  Binghamton, NY
• 09/2023 → 06/2024
  Unemployed
  Binghamton, NY
• 06/2022 → 08/2022
  Revere Securities Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-09-06

Other Names

• Michael D Trifaro