Dennis Castillo

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

• 04/2016 → Present
  Jpmorgan Chase Bank, N.A.
  Naperville, IL
• 06/2012 → 10/2020
  Northwester Medicine Cdh
  Winfield, IL
• 05/2018 → Present
  J.P. Morgan Securiites Llc
  Naperville, IL
• 05/2022 → Present
  Castillo Real Estate Llc
  Romeoville, IL

Other Businesses

Entity Name: Castillo Real Estate LLC Investment related: No Address: 300 Emery Ave Romeoville Il 60446 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/31/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Is one residential rental property

Exams

• S66 Uniform Combined State Law Examination
  2021-09-10
• S63 Uniform Securities Agent State Law Examination
  2018-08-17