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Jill Marie Scalisi

J.P. Morgan Securities LLC

Greenwich, CT

CRD 2750045

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-09-25
TX RA APPROVED 2023-09-25
  • CT RA
    APPROVED
    Since 2023-09-25
  • TX RA
    APPROVED
    Since 2023-09-25

Branch Locations

100 W Putnam Ave Floor 04, Greenwich, CT 06830 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tigress Financial Partner New York NY 04/2020 10/2020
Scalisi Cosmetics Llc New York NY 12/2009 Present
South Haven Financial Llc New York NY 03/2020 07/2021
Academy Securities Inc New York NY 10/2020 07/2021
Kopentech Llc Greenwich CT 07/2021 04/2023
Jpmorgan Chase Bank Na Greenwich CT 08/2023 Present
Jpmorgan Securities Llc Greenwich CT 08/2023 Present
  • 04/2020 → 10/2020
    Tigress Financial Partner
    New York, NY
  • 12/2009 → Present
    Scalisi Cosmetics Llc
    New York, NY
  • 03/2020 → 07/2021
    South Haven Financial Llc
    New York, NY
  • 10/2020 → 07/2021
    Academy Securities Inc
    New York, NY
  • 07/2021 → 04/2023
    Kopentech Llc
    Greenwich, CT
  • 08/2023 → Present
    Jpmorgan Chase Bank Na
    Greenwich, CT
  • 08/2023 → Present
    Jpmorgan Securities Llc
    Greenwich, CT
Other Businesses

Entity Name: Scalisi Cosmetics LLC Investment related: No "Address: 200 Park Ave suite 1700 New York, NY 10166 www.ScalisiSkincare.com" Nature of the other business: Cosmetics Position/Title/Relationship: Owner/Partner Start Date: 12/01/2009 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: SCALISI COSMETICS LLC, NON-INVESTMENT RELATED BUSINESS. 200 PARK AVENUE SUITE 1700, NEW YORK, NY 10166. SCALISI COSMETICS MANUFACTURERS AND DISTRIBUTES COSMETICS. FOUNDER AND CEO. START DATE 12/2009. 20 HOURS/MONTH. AFTER WORK HOURS AND ON WEEKENDS OVERSEEING THE DISTRIBUTION OF PRODUCTS. NO SIMILARITY AND NO CONNECTION TO JPM.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-25
S63 Uniform Securities Agent State Law Examination 2020-12-01
  • S65 Uniform Investment Adviser Law Examination
    2023-09-25
  • S63 Uniform Securities Agent State Law Examination
    2020-12-01
Other Names
  • Jill Marie Scalisi
  • Jill Foley
  • Jill Marie Foley
  • Jill Scalisi

View on SEC IAPD

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