Michael J Sclafani

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

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Oak Park, IL
• 03/1992 → Present
  Jpmorgan Chase Bank, N.A.
  Oak Park, IL

Previous Registrations

• 2006-01-03 → 2012-10-01
  Chase Investment Services Corp.
  Oak Park, IL
  Chicago, IL
  Melrose Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2005-12-22
• S63 Uniform Securities Agent State Law Examination
  2000-02-03

Other Names

• Michael Joseph Sclafani