Joseph Bellavia

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

• 09/2020 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 09/2020 → Present
  Jpmorgan Securities Llc
  New York, NY
• 09/2019 → 03/2020
  Rumur
  New York, NY
• 02/2018 → 03/2019
  Walgreens
  West Long Branch, NJ
• 01/2017 → 10/2017
  Los Angeles Loyolan
  Los Angeles, CA
• 01/2018 → 05/2019
  Rutgers
  Piscataway, NJ
• 09/2019 → 09/2019
  Moving Picture Institute
  New York, NY
• 05/2017 → 11/2017
  Ocean Place Hotel Afp Management Corp
  Long Branch, NJ
• 06/2016 → 01/2017
  Unemployed
  Monmouth Beach, NJ
• 06/2019 → 09/2019
  Unemployed
  Oceanport, NJ
• 04/2020 → 09/2020
  Unemployed
  Oceanport, NJ
• 12/2017 → 12/2017
  Unemployed
  Monmouth Beach, NJ

Other Businesses

Effective 9/21/20 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-19
• S63 Uniform Securities Agent State Law Examination
  2021-03-26

Other Names

• Joseph R Bellavia