Joseph Anthony Pirozzolo

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

• 07/2014 → 03/2023
  Jp Morgan Securities Llc
  Oak Creek, WI
• 04/2023 → Present
  Jp Morgan Securities Llc
  Oak Creek, WI

Previous Registrations

• 2012-10-01 → 2013-12-31
  J.P. Morgan Securities Llc
  Oak Creek, WI
• 2011-04-20 → 2012-10-01
  Chase Investment Services Corp.
  Kenosha, WI
  Oak Creek, WI
• 2008-01-15 → 2010-09-23
  Chase Investment Services Corp.
  Kenosha, WI
  Kenosha, WI
• 2007-10-22 → 2007-11-12
  Morgan Stanley & Co. Llc
  Wauwatosa, WI

Exams

• S66 Uniform Combined State Law Examination
  2007-10-17

Designations

• Certified Financial Planner