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Paul Michael Zinno

J.P. Diversified Asset Management LLC

East Greenwich, RI

CRD 4796800

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Employer firm

J.p. Diversified Asset Management LLC CRD 165515

$25.0M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
J.P. Diversified Asset Management Llc

East Greenwich, RI • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APP_PEND_IARCE 2026-01-01
  • RI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

East Greenwich, RI • 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
OrganizationCityStateFromTo
J.P. Diversified Asset Management East Greenwich RI 09/2012 Present
  • 09/2012 → Present
    J.P. Diversified Asset Management
    East Greenwich, RI
Previous Registrations
  • 2006-08-31 → 2008-12-02
    Banc Of America Investment Services, Inc.
    Lincoln, RI
  • 2004-07-30 → 2006-08-25
    Ubs Financial Services Inc.
    Providence, RI
    Providence, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-31
S66 Uniform Combined State Law Examination 2004-07-29
  • S65 Uniform Investment Adviser Law Examination
    2012-10-31
  • S66 Uniform Combined State Law Examination
    2004-07-29
Other Names
  • Paul Zinno

View on SEC IAPD

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