Martin Albanese

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

• 08/2015 → 10/2016
  Tdameritrade
  Forest Hills, NY
• 10/2016 → 03/2019
  Stifel Nicolaus & Co Inc
  Garden City, NY
• 03/2019 → 12/2023
  Charles Schwab & Co., Inc.
  Manhasset, NY
• 03/2019 → 12/2023
  Charles Schwab Bank
  Manhasset, NY
• 12/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Garden City, NY
• 12/2023 → Present
  J.P. Morgan Securities Llc
  Garden City, NY

Previous Registrations

• 2019-04-08 → 2023-12-19
  Charles Schwab & Co., Inc.
  Manhasset, NY
  New York City, NY
• 2016-10-25 → 2019-03-12
  Stifel, Nicolaus & Company, Incorporated
  Garden City, NY
• 2015-09-18 → 2016-10-20
  Td Ameritrade, Inc.
  Forest Hills, NY
• 2015-09-22 → 2016-10-20
  Td Ameritrade Investment Management, Llc
  Forest Hills, NY
• 2014-09-09 → 2015-08-31
  Lincoln Investment
  Bohemia, NY
  Cincinnati, OH
• 2013-08-01 → 2014-09-05
  Strategic Advisers Llc
  Garden City, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-17
• S63 Uniform Securities Agent State Law Examination
  2011-03-07

Other Names

• Martin Albanese
• Marty Albanese
• Martin Albanese
• Martin Philip Albanese
• Martin Philip Albanese
• Martin Philip Albanese
• Martin Philip Albanese
• Martin Philip Albanese