Jonathan Totillo

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

• 03/2026 → Present
  J.P. Morgan Securities Llc
  Carle Place, NY
• 03/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Carle Place, NY
• 09/2021 → 03/2026
  Equitable Finl Life Ins
  Melville, NY
• 09/2021 → 03/2026
  Equitable Advisors, Llc
  Melville, NY
• 09/2000 → 08/2021
  Pelham Union Free School District
  Pelham, NY

Previous Registrations

• 2021-09-15 → 2026-03-06
  Equitable Advisors, Llc
  Melville, NY
  Glen Head, NY
  Glen Head, NY

Other Businesses

NAME OF OTHER BUSINESS:Jonathan Totillo IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:,Glen Head,NY,11545,USA NATURE OF OTHER BUSINESS:Mathematics Tutor YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Independent contractor or employee of another company START DATE OF YOUR RELATIONSHIP:2000-09-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:10 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Privately tutor high school students in mathematics coursework remotely from my home or in their homes. IS THIS A RESIDENTIAL ADDRESS?:Yes

Exams

• S66 Uniform Combined State Law Examination
  2021-08-07

Other Names

• Jon Totillo
• Jonathan Martin Totillo
• Jonathan M Totillo