Sean Tonni

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

• 07/2021 → 05/2024
  Charles Schwab & Co., Inc.
  Lyndhurst, OH
• 07/2021 → 05/2024
  Charles Schwab Bank, Ssb
  Lyndhurst, OH
• 05/2021 → 07/2021
  La Cazzarola Restaurant And Snack Bar
  Sorrento
• 01/2021 → 06/2021
  Lake Erie College
  Painesville, OH
• 08/2019 → 01/2021
  Jpmorgan Chase Bank, N.A.
  Mentor, OH
• 05/2019 → 08/2019
  Eriebank/Cnb Bank
  Erie, PA
• 06/2016 → 05/2019
  Mentor Mitsubishi - Kia
  Mentor, OH
• 06/2015 → 04/2017
  Jcpenneys
  Mentor, OH
• 07/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2024 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2024 → 06/2024
  Unemployed
  Forest Hills, NY
• 05/2023 → Present
  Tonni Llc
  Mentor, OH

Previous Registrations

• 2022-04-05 → 2024-06-03
  Charles Schwab & Co., Inc.
  Orange Village, OH
  Westlake, TX

Other Businesses

Entity Name: TONNI LLC Investment related: No Address: Mentor, OH Nature of the other business: Undefined Position/Title/Relationship: Owner/Partner Start Date: 05/19/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is an active LLC that has never generated revenue.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-04

Other Names

• Sean P Tonni
• Sean Anthony Tonni