Paul John Desantis

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

• 01/2012 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  East Setauket, NY
• 02/2012 → 01/2019
  Bank Of America, N.A.
  East Setauket, NY
• 01/2019 → Present
  Jp Morgan Securities, Llc
  Lake Ronkonkoma, NY
• 01/2019 → Present
  Jp Morgan Chase Bank, N.A.
  Lake Ronkonkoma, NY

Previous Registrations

• 2012-01-13 → 2019-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  East Hampton, NY
  New York, NY
  Lake Grove, NY
  East Hampton, NY
  Port Jefferson, NY
  East Setauket, NY
  Smithtown, NY
  Riverhead, NY
  Port Jefferson, NY
  Southold, NY
  Port Jefferson, NY
• 2004-07-26 → 2010-10-15
  Ubs Financial Services Inc.
  Beverly Hills, CA
  Beverly Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2004-07-23

Other Names

• Paul Desantis
• Paul John Desantis
• Paul J Desantis