Kim Amoresano Bonanni

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

• 10/2009 → 12/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
• 05/2014 → 12/2022
  Bank Of America, N.A.
  Princeton, NJ
• 12/2022 → Present
  J.P. Morgan Securities Llc
  Morristown, NJ
• 12/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Morristown, NJ

Previous Registrations

• 2009-10-23 → 2022-12-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Summit, NJ
  Summit, NJ
  Bridgewater, NJ
  Princeton, NJ
  Chester, NJ
  Short Hills, NJ
  Florham Park, NJ
  Short Hills, NJ
  Summit, NJ
  Yardley, PA
  Princeton, NJ
  Princeton, NJ
  Dallas, TX
  Short Hills, NJ
  Short Hills, NJ
  San Francisco, CA
  New Haven, CT
  Miami, FL
  New Haven, CT
  Stamford, CT
• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Summit, NJ
  Summit, NJ
• 2004-08-24 → 2004-10-20
  Quick & Reilly, Inc.
  Upper Montclair, NJ

Other Businesses

Effective 12/19/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-23
• S63 Uniform Securities Agent State Law Examination
  1997-11-10

Other Names

• Kim A Bonanni
• Kim Amoresano
• Kim Bonanni