Michael Montevago

J.P. Morgan Securities LLC

Jersey City, NJ

CRD 2870503

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2024-02-15
TX	RA	APPROVED	2024-02-15

NY RA
APPROVED

Since 2024-02-15
TX RA
APPROVED

Since 2024-02-15

Branch Locations

Seaford, NY • United States

575 Washington Blvd, Fl 09, Jersey City, NJ 07310 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney	New York	NY	06/2009	11/2023
J.P. Morgan Securities Llc	Jersey City	NJ	01/2024	Present
Jpmorgan Chase Bank, N.A.	Jersey City	NJ	11/2023	Present

06/2009 → 11/2023

Morgan Stanley Smith Barney

New York, NY
01/2024 → Present

J.P. Morgan Securities Llc

Jersey City, NJ
11/2023 → Present

Jpmorgan Chase Bank, N.A.

Jersey City, NJ

Previous Registrations

2020-05-18 → 2023-12-01

Morgan Stanley

New York, NY

New York, NY

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-02-11

S63 Uniform Securities Agent State Law Examination

1998-02-11

Other Names

Michael Thomas Momontevago
Michael Thomas Montevago

View on SEC IAPD

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