Gregory G Bonanno

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

• 01/1999 → Present
  Wm Financial Services, Inc.
  Irvine, CA
• 08/2012 → Present
  J.P. Morgan Securities Llc
  South Pasadena, CA

Previous Registrations

• 2009-05-02 → 2012-10-01
  Chase Investment Services Corp.
  South Pasadena, CA
  Pasadena, CA
• 2008-11-20 → 2009-05-02
  Wamu Investments, Inc.
  South Pasadena, CA
  South Pasadena, CA

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: G.S.B PROPERTY, LLC. POSITION: INVESTOR START DATE: 12/10/2019 ADDRESS: 417, 3227, 810, 806 Saginaw MI DETAILS: rental properties INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 8/8/2019 ADDRESS: 417 SAGINAW, MI. DETAILS: Rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: NONE ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 8/8/2019 ADDRESS: 3227 SAGINAW, MI. DETAILS: rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: NONE

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-19
• S63 Uniform Securities Agent State Law Examination
  1997-12-16

Other Names

• Gregory Gary Bonanno