Teresa Ann Sember

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

• 06/2014 → Present
  Jp Morgan Securities, Llc
  Boynton Beach, FL

Previous Registrations

• 2009-10-23 → 2010-12-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stuart, FL
  Palm Beach, FL
  Boca Raton, FL
  Vero Beach, FL
  Jupiter, FL
  West Palm Beach, FL
  Palm Beach Gardens, FL
  Palm Beach, FL
• 2006-07-21 → 2009-10-23
  Banc Of America Investment Services, Inc.
  West Palm Beach, FL
• 2005-02-24 → 2006-07-10
  Morgan Stanley Dw Inc.
  Wst. Plm Bch, FL
  W. Palm Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-18
• S63 Uniform Securities Agent State Law Examination
  1987-08-21

Other Names

• Teresa A Smith
• Teresa A Tierney
• Terri Tierney
• Terri Smith
• Teresa Ann Tierney
• Teresa Ann Sember