Monica R Sanna

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

• 01/2012 → 12/2018
  Bristol's Garden Center
  Victor, NY
• 07/2015 → 05/2019
  Le Moyne College
  Syracuse, NY
• 09/2016 → 05/2019
  Le Moyne College
  Syracuse, NY
• 05/2017 → 09/2018
  Formula One Catering
  Rochester, NY
• 08/2019 → 08/2022
  Lpl Financial, Llc
  Rochester, NY
• 07/2019 → 08/2022
  Beltz Ianni & Associates
  Rochester, NY
• 08/2022 → 10/2023
  First Republic Securities Company, Llc
  Boston, MA
• 08/2022 → Present
  First Republic Investment Management, Inc
  Boston, MA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Boston, MA
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  Boston, MA

Previous Registrations

• 2023-08-01 → 2025-03-20
  J.P. Morgan Private Wealth Advisors Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-07
• S63 Uniform Securities Agent State Law Examination
  2020-08-31

Other Names

• Monica Ryan Sanna