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Dante Giraldi

J.P. Morgan Securities LLC

New York, NY

CRD 7383647

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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
NY RA APPROVED 2022-10-11
TX RA APPROVED 2022-10-11
  • NY RA
    APPROVED
    Since 2022-10-11
  • TX RA
    APPROVED
    Since 2022-10-11

Branch Locations

270 Park Avenue 22Nd And 23Rd Floors, New York, NY 10017 • 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 New York NY 06/2022 Present
Jpmorgan Securities Llc New York NY 06/2022 Present
Heisman Trophy New York NY 12/2017 Present
Charles Schwab Houston TX 06/2021 08/2021
Garden World Queens NY 10/2017 12/2020
Villanova University Bryn Mawr PA 08/2017 05/2022
Unemployed Queens NY 06/2012 07/2017
  • 06/2022 → Present
    Jpmorgan Chase Bank Na
    New York, NY
  • 06/2022 → Present
    Jpmorgan Securities Llc
    New York, NY
  • 12/2017 → Present
    Heisman Trophy
    New York, NY
  • 06/2021 → 08/2021
    Charles Schwab
    Houston, TX
  • 10/2017 → 12/2020
    Garden World
    Queens, NY
  • 08/2017 → 05/2022
    Villanova University
    Bryn Mawr, PA
  • 06/2012 → 07/2017
    Unemployed
    Queens, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-11
  • S66 Uniform Combined State Law Examination
    2022-10-11
Other Names
  • Dante Rodolfo Giraldi

View on SEC IAPD

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