Sonny James Neville

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

• 11/2020 → 05/2021
  Equitable Advisors, Llc
  New York, NY
• 09/2015 → 05/2019
  University Of Rhode Island
  South Kingstown, RI
• 03/2020 → 01/2021
  Hudson Valley Dental
  Poughkeepsie, NY
• 06/2021 → 03/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 06/2021 → 03/2025
  Bank Of America, N.A.
  Chandler, AZ
• 11/2020 → 05/2021
  Equitable Life Finl
  New York, NY
• 05/2017 → 02/2020
  Mb & L Parking Solutions
  Poughkeepsie, NY
• 03/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 03/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 11/2019 → 01/2020
  The Childrens Medical Group
  Poughkeepsie, NY

Previous Registrations

• 2021-08-02 → 2025-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI
  Chandler, AZ
  Port Chester, NY
  Greenwich, CT
  Greenwich, CT
  Port Chester, NY
  Greenwich, CT
  Frisco, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-04-01

Other Names

• Sonny Neville
• Sonny James Neville
• Sonny J Neville