John Eric Plym

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

• 07/2010 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 06/2010 → Present
  Jpmorgan Chase Bank
  New York, NY

Other Businesses

Entity Name: Boys Hope Girls Hope - NY chapter Investment related: No Address: 367 Brooklyn, NY 11238 Nature of the other business: not-for-profit helping at-risk teens Position/Title/Relationship: Director; Start Date: 02-Jul-2001 Approximate # of hours a month: about 4 hours per month Approximate # of hours during securities hours: none Briefly describe your duties: board member

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-27
• S63 Uniform Securities Agent State Law Examination
  2010-08-13

Other Names

• Jack Plym
• John Eric Plym