Tyler PoritzkyCRD Number: 7495451
Current Firm: J.p. Morgan Securities LLC
Tyler Poritzky (CRD# 7495451) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|J.p. Morgan Securities LLC||New York, NY||Jan 2022 - Current||1|
|Jpmorgan Chase Bank, N.a.||New York, NY||Jan 2022 - Current||1|
|Alphasights||New York, NY||Jul 2020 - Dec 2021||1|
|Unemployed||Needham, MA||May 2020 - Jun 2020||< 1|
|University Of Michigan||Ann Arbor, MI||Sep 2017 - Apr 2020||2|
|Liberty Mutual||Chicago, IL||Jun 2019 - Aug 2019||< 1|
|Rush Street Capital||Chicago, IL||May 2019 - Jun 2019||< 1|
|University Of Michigan - Stephen M. Ross School Of Business||Ann Arbor, MI||Apr 2018 - Sep 2018||< 1|
|Engel & Volkers||Wellesley, MA||Jun 2018 - Aug 2018||< 1|
|Unemployed||Newton, MA||Jun 2017 - Aug 2017||< 1|
|Brandeis University||Waltham, MA||Sep 2016 - May 2017||< 1|
|Randstad||Wellesley, MA||May 2016 - Dec 2016||< 1|
|Equinox||Chestnut Hill, MA||Jul 2016 - Aug 2016||< 1|
|Sun Life Financial||Wellesley, MA||Apr 2016 - Jun 2016||< 1|
|Weston High School||Weston, MA||Sep 2012 - Jun 2016||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2022|
Total Assets Under Management212,929MILLIONS
Total Number of Accounts982,795ACCOUNTS
Average Account Value$216,656
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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