Trevor Robert Wertheimer is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2023-03-20 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2022-12-19 | 2023-04-04 | — |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2022-09-30 | 2022-12-19 | — |