Charles J Monturio

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

• 06/2009 → 11/2017
  Morgan Stanley
  Boston, MA
• 11/2017 → Present
  Jpmorgan Chase Bank, N.A.
  Boston, MA
• 11/2017 → Present
  J.P. Morgan Securities Llc
  Boston, MA

Previous Registrations

• 2009-06-01 → 2017-11-03
  Morgan Stanley
  Boston, MA
• 2008-05-29 → 2009-06-01
  Morgan Stanley & Co. Llc
  Boston, MA

Other Businesses

Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-19
• S63 Uniform Securities Agent State Law Examination
  1998-07-31

Other Names

• Chuck Monturio
• Charles Joseph Iii Monturio
• Charles Joseph Monturio