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Marcelo Bocoli Possidonio

J.P. Morgan Securities LLC

New York, NY

CRD 7051653

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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 2025-07-07
TX RA APPROVED 2025-07-07
  • NY RA
    APPROVED
    Since 2025-07-07
  • TX RA
    APPROVED
    Since 2025-07-07

Branch Locations

390 Madison Avenue Floor 29, New York, NY 10017 • 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
Jp Morgan Securities Llc New York NY 08/2019 Present
Jp Morgan Securities Llc New York NY 02/2018 08/2019
Banco J.P. Morgan S.A. Sao Paulo 02/2014 01/2018
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-25
  • S66 Uniform Combined State Law Examination
    2025-06-25
Other Names
  • Marcelo Bocolipossidonio
  • Marcelo Bocoli Possidonio
  • Marcelo Bocoli Possidonio

View on SEC IAPD

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