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Angelo Magoulas

J.P. Morgan Securities LLC

Lindenhurst, NY

CRD 6962964

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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 2024-05-22
  • NY RA
    APPROVED
    Since 2024-05-22

Branch Locations

166 South Wellwood Avenue, Lindenhurst, NY 11757 • 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
J.P. Morgan Securities Llc Lindenhurst NY 07/2019 Present
Jpmorgan Chase Bank, N.A. Lindenhurst NY 07/2019 Present
J&R'S Steakhouse Calverton NY 09/2017 06/2024
Bier Haus Of Patchouge Patchouge NY 12/2014 08/2017
Kuttin Wealth Management Melville NY 06/2018 08/2018
  • 07/2019 → Present
    J.P. Morgan Securities Llc
    Lindenhurst, NY
  • 07/2019 → Present
    Jpmorgan Chase Bank, N.A.
    Lindenhurst, NY
  • 09/2017 → 06/2024
    J&R'S Steakhouse
    Calverton, NY
  • 12/2014 → 08/2017
    Bier Haus Of Patchouge
    Patchouge, NY
  • 06/2018 → 08/2018
    Kuttin Wealth Management
    Melville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-07
S63 Uniform Securities Agent State Law Examination 2019-10-07
  • S66 Uniform Combined State Law Examination
    2024-02-07
  • S63 Uniform Securities Agent State Law Examination
    2019-10-07
Other Names
  • Angelo Magoulas
  • Evangelos Magoulas

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
R. SEEGER WEALTH MANAGEMENT, LTD

Nearby Investors

MARGUERITE DANAHER
Robert Neil Gargiulo
Vincent G Perrotta

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Lindenhurst, NY
EDWARD JONES · Lindenhurst, NY
R. SEEGER WEALTH MANAGEMENT, LTD · LINDENHURST, NY

More in Lindenhurst, NY

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