Mollie Colavita

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

• 03/1993 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2021 → Present
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 12/2021 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 05/1991 → 09/2021
  Bank Of America Corp
  New York, NY
• 01/2023 → Present
  Compass North Associates Holding Llc
  Harvey Cedars, NJ
• 05/2025 → Present
  Compass On West 81, Llc
  Harvey Cedars, NJ

Previous Registrations

• 2009-05-07 → 2021-09-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Pennington, NJ
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

Entity Name: Compass on West 81, LLC Investment related: No Address: Harvey Cedars, NJ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/22/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: real estate property with no current operating function Business organization: Matthew and Mollie Colavita Start date of relationship: 7/10/2020 Address: 66 Maiden Lane, Harvey Cedars, NJ 08008 investment related job title: rental property Job duties: maintain rental Hours per month: 1 0 hours during trading securities Entity Name: Compass North Associates Holding LLC Investment related: No "Address: 8014 Long Beach Boulevard Harvey Cedars, NJ 08008" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/02/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Own real estate property, earning money through lease agreement

Exams

• S66 Uniform Combined State Law Examination
  2009-05-05

Other Names

• Mollie Robbins
• Mollie R Colavita