Joseph Filippetti

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

• 07/2021 → Present
  J.P. Morgan Securities Llc
  Greenwich, CT
• 07/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Greenwich, CT
• 06/2020 → 08/2020
  Jpmorgan Chase
  Miller Place, NY
• 06/2019 → 07/2020
  B.H. Aircraft
  Ronkonkoma, NY
• 01/2018 → 01/2020
  Continental Rentals
  Clinton, NY
• 06/2019 → 08/2019
  Morgan Stanley
  Port Jefferson, NY
• 06/2018 → 08/2018
  St. Georges Golf And Country Club
  East Setauket, NY
• 08/2017 → 05/2021
  Hamilton College
  Clinton, NY
• 06/2021 → 06/2021
  Unemployed
  Miller Place, NY
• 06/2011 → 07/2017
  Unemployed
  Miller Place, NY

Other Businesses

Entity Name: Capstone Construction & Development LLC Investment related: No Address: Charlotte, NC Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/08/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Real estate construction company. I am looking to make a personal investment in one of their upcoming hotel renovation projects. I do not hold any responsibilities at or within the company and the company is not related to nor conflict with my work here at JPMorgan. To my knowledge, the company has no connection to JPMorganChase.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-13

Other Names

• Joseph Filippetti
• Joseph Mathieu Filippetti