Phyllis Tabachnick

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

• 10/2010 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 10/2008 → Present
  J.P. Morgan Securities Llc
  Chicago, IL

Other Businesses

Entity Name: Evolve Giving Group Investment related: No "Address: 808 Westwood Lane Wilmette, IL 60091" Nature of the other business: Consulting Position/T Entity Name: The Standard Club of Chicago Investment related: Yes Address: 320 S. Plymouth Court Chicago, IL 60604 Nature of the other business: Business and social club in Chicago offering lunch/dinner service, meeting rooms and educational programming. Position/Title/Relationship: Director Start Date: 04-Aug-2020 Approximate # of hours a month: 2-4 Approximate # of hours during securities trading hours: 2-4hrs per month Briefly describe your duties: Board member Entity Name: JCCA - Jewish Community Center Association Investment related: No Address: 520 New York, NY Nature of the other business: Community Center Position/Title/Relationship: Director Start Date: 10-Jun-2015 Approximate # of hours a month: 5-10 Approximate # of hours during securities trading hours: 2-4 Briefly describe your duties: Member, Board of Directors. Serve on Development Committee Entity Name: Reform Pension Board ("RPB") Investment related: Yes Address: 355 New York, NY Nature of the other business: The RPB was established to manage the pension (DC) assets of the rabbis in the Reform movement. Position/Title/Relationship: Other Start Date: 03-Oct-2017 Approximate # of hours a month: 5-10 hours per quarter Approximate # of hours during securities trading hours: 5-10 hours per quarter Briefly describe your duties: member of the Investment Committee Entity Name: Hillels of Illinois Endowment Foundation Investment related: Yes Address: 30 Chicago, IL Nature of the other business: This endowment is a supporting endowment for Hillels of Illinois Position/Title/Relationship: Director Start Date: 01-Jul-2012 Approximate # of hours a month: less than 5 hours per year Approximate # of hours during securities trading hours: 5 per YEAR Briefly describe your duties: trustee Entity Name: JCC of Chicago (Jewish Community Centers) Investment related: Yes Address: 300 Revere Dr., Northbrook, IL 60062 jccchicago.org Nature of the other business: Nonprofit Position/Title/Relationship: Board of Directors member (excluding advisory boards) Start Date: Sep 01, 2018 Approximate # of hours a month: Approximate # of hours during securities trading hours: Briefly describe your duties: Board member Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to o

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-13
• S63 Uniform Securities Agent State Law Examination
  1987-09-09