Craig M Treitler

CRD 2363131 · J.P. Morgan Securities LLC · New York, NY

IA RegisteredBroker

Also appears in the source record as: Craig Mitchell Treiter; Craig Mitchell Treitler

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (33): Alabama · Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Iowa · Kentucky · Maine · Maryland · Massachusetts · Michigan · Mississippi · Missouri · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington
Years in the industry (source record): 32
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2363131 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (8)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
New York, NY · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
New York, NY · BC capacity

start not retrieved → present
Chase Investment Services Corp.
New York, NY · IA capacity

Oct 18, 2004 → Oct 1, 2012
Chase Investment Services Corp.
New York, NY · BC capacity

Sep 14, 2004 → Oct 1, 2012
Mutual Of America Securities Corporation
New York, NY · BC capacity

Oct 9, 1998 → Sep 20, 2004
Mutual Of America Life Insurance Company
New York, NY · BC capacity

Oct 9, 1998 → Sep 20, 2004
Ladenburg, Thalmann & Co., Inc.
New York, NY · BC capacity

Feb 18, 1997 → Sep 29, 1998
Gruntal & Co. Incorporated
New York, NY · BC capacity

Oct 29, 1993 → Feb 26, 1997

Source & corrections

Where this page comes from

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