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Kraig Vanatti

J.P. Morgan Securities LLC

Winter Garden, FL

CRD 7303241

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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
FL RA APPROVED 2023-04-04
TX RA APPROVED 2023-03-27
  • FL RA
    APPROVED
    Since 2023-04-04
  • TX RA
    APPROVED
    Since 2023-03-27

Branch Locations

13730 W. Colonial Drive, Winter Garden, FL 34787 • 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, N.A. Winter Park FL 09/2020 05/2021
J.P. Morgan Securities Llc Winter Park FL 09/2020 Present
Dmz Entertainment Llc Orlando FL 07/2016 12/2017
University Of Central Florida Orlando FL 01/2018 08/2020
Jp Morgan Chase Bank, N.A. Winter Park FL 09/2020 Present
  • 09/2020 → 05/2021
    Jpmorgan Chase Bank, N.A.
    Winter Park, FL
  • 09/2020 → Present
    Winter Park, FL
  • 07/2016 → 12/2017
    Dmz Entertainment Llc
    Orlando, FL
  • 01/2018 → 08/2020
    University Of Central Florida
    Orlando, FL
  • 09/2020 → Present
    Jp Morgan Chase Bank, N.A.
    Winter Park, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-23
  • S66 Uniform Combined State Law Examination
    2023-03-23
Other Names
  • Kraig Vanatti
  • Kraig Tyler Vanatti

View on SEC IAPD

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