Anthony Monaco

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

• 10/2018 → 06/2021
  J.P. Morgan Securities Llc
  Hollywood, CA
• 10/2018 → 06/2021
  Jp Morgan Chase Bank, N.A.
  Hollywood, CA
• 02/2017 → 10/2018
  Bank Of America N.A.
  Placentia, CA
• 07/2016 → 02/2017
  Pypir Inc
  Irvine, CA
• 05/2022 → 04/2025
  Merril Lynch
  Irvine, CA
• 06/2021 → 02/2022
  Loandepot
  Lake Forest, CA
• 08/2022 → 04/2025
  Bank Of America, N.A.
  Irvine, CA
• 01/2017 → 02/2017
  Towne Park, Ltd.
  Irvine, CA
• 03/2022 → 04/2022
  Unemployed
  Irvine, CA
• 04/2025 → Present
  J.P. Morgan Securities Llc
  Rancho Santa Margarita, CA
• 04/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Rancho Santa Margarita, CA

Previous Registrations

• 2022-10-20 → 2025-04-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-10-19
• S63 Uniform Securities Agent State Law Examination
  2019-03-18

Other Names

• Tony Joseph Monaco
• Tony Monaco
• Anthony Monaco
• Anthony J Monaco
• Tony J Monaco
• Anthony Joseph Monaco