Jim J. Akasala

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

• 04/2013 → 02/2018
  Citigroup Global Markets Inc.
  New York, NY
• 02/2018 → Present
  Jpmorgan Chase Bank, N.A.
  West Harrison, NY
• 02/2018 → Present
  J.P. Morgan Securities Llc
  West Harrison, NY
• 03/2017 → 02/2018
  Citi Private Advisory, Llc
  New York, NY
• 08/2018 → Present
  Comtec Enterprises
  Blauvelt, NY

Previous Registrations

• 2015-09-22 → 2018-02-23
  Citigroup Global Markets Inc.
  Port Jefferson, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: COMTEC ENTERPRISES POSITION: SILENT PARTIAL OWNER - 50% START DATE: 8/1/2018 ADDRESS: 17 Blauvelt, NY DETAILS: GAS STATION AND CONVENIENT STORE. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2015-09-18
• S63 Uniform Securities Agent State Law Examination
  2008-04-30

Other Names

• Jim J John
• Jim J Akasala
• Jim Akasala
• Jim John Akasala