Anthony Azzi

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

• 09/2015 → 09/2024
  Wells Fargo Bank Na
  San Francisco, CA
• 12/2018 → 09/2024
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 09/2024 → 01/2025
  Edward Jones
  St Louis, MO
• 07/2025 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 05/2018 → 11/2018
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
• 02/2025 → 06/2025
  Unemployed
  Corona, CA

Other Businesses

Entity Name: Uber Investment related: No "Address: 1515 3rd Street, San Francisco, CA 94158 www.uber.com" Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 08/14/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I will use the Uber Eats side of the platform to work as an independent contractor in food delivery to their customers.

Exams

• S66 Uniform Combined State Law Examination
  2025-07-01
• S63 Uniform Securities Agent State Law Examination
  2019-04-19

Other Names

• Anthony Azzi
• Anthony Jihad Azzi
• Anthony J Azzi