Anthony Jay Magalong

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

• 03/2012 → 04/2022
  Jpmorgan Chase Bank
  San Francisco, CA
• 10/2012 → 04/2022
  J.P. Morgan Securities Llc
  San Francisco, CA
• 05/2022 → 10/2024
  Bmo Bank Na/Bancwest
  Centennial, CO
• 01/2025 → Present
  J.P. Morgan Securities Llc
  Aurora, CO
• 01/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Aurora, CO
• 11/2024 → 12/2024
  Unemployed
  Parker, CO

Previous Registrations

• 2023-07-19 → 2024-10-14
  Lpl Financial Llc
  Parker, CO
  Commerce City, CO
  Centennial, CO
  Centennial, CO
  Denver, CO
  Arvada, CO
  Arvada, CO
  Centennial, CO
  Parker, CO
• 2022-07-26 → 2023-07-19
  Bancwest Investment Services, Inc.
  Centennial, CO
  Parker, CO
  Denver, CO
  Centennial, CO
  Arvada, CO
  Arvada, CO
  Centennial, CO
  Commerce City, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-07-23
• S63 Uniform Securities Agent State Law Examination
  2012-09-28

Other Names

• Anthony Magalong