Thomas Montemurro

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

• 10/2014 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Succasunna, NJ
• 10/2014 → 12/2017
  Bank Of America, N.A.
  Succasunna, NJ
• 01/2018 → Present
  Jpmorgan Securities Llc
  Verona, NJ

Previous Registrations

• 2014-10-27 → 2017-12-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Succasunna, NJ
  Cranford, NJ
  Succasunna, NJ
  Succasunna, NJ
  Succasunna, NJ
  Flanders, NJ
  Denville, NJ
  Flanders, NJ
  Randolph, NJ
• 2010-11-10 → 2014-10-14
  Harrisdirect Llc
  Arlington, VA
• 2008-05-12 → 2010-11-02
  Chase Investment Services Corp.
  Lake Hiawatha, NJ
  Cranford, NJ
  Denville, NJ
• 2006-01-27 → 2008-05-08
  Equitable Advisors, Llc
  Edison, NJ
  Edison, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-14
• S63 Uniform Securities Agent State Law Examination
  2001-06-04

Other Names

• Thomas Frances Montemurro
• Thomas Francis Montemurro
• Thomas F Montemurro