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Zachary Michael Aldieri

J.P. Morgan Securities LLC

Greenwich, CT

CRD 7267477

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-02-26
TX RA APPROVED 2024-02-26
  • CT RA
    APPROVED
    Since 2024-02-26
  • TX RA
    APPROVED
    Since 2024-02-26

Branch Locations

100 W Putnam Ave Floor 04, Greenwich, CT 06830 • 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
Jpmorgan Chase Bank Na Greenwich CT 06/2020 Present
Jpmorgan Securities Llc Greenwich CT 06/2020 Present
Providence College Providence RI 08/2017 05/2020
Jpmorgan Greenwich CT 05/2019 08/2019
Bradley, Foster & Sargent Inc Hartford CT 06/2018 09/2018
Chippanee Country Club Bristol CT 04/2015 08/2019
Providence College Providence RI 08/2016 05/2020
  • 06/2020 → Present
    Jpmorgan Chase Bank Na
    Greenwich, CT
  • 06/2020 → Present
    Jpmorgan Securities Llc
    Greenwich, CT
  • 08/2017 → 05/2020
    Providence College
    Providence, RI
  • 05/2019 → 08/2019
    Jpmorgan
    Greenwich, CT
  • 06/2018 → 09/2018
    Bradley, Foster & Sargent Inc
    Hartford, CT
  • 04/2015 → 08/2019
    Chippanee Country Club
    Bristol, CT
  • 08/2016 → 05/2020
    Providence College
    Providence, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
S63 Uniform Securities Agent State Law Examination 2020-09-25
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26
  • S63 Uniform Securities Agent State Law Examination
    2020-09-25

View on SEC IAPD

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