Craig J Ferraro

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

• 01/1998 → Present
  Citicorp Investment Services
  Smithtown, NY
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Bohemia, NY
• 10/2000 → Present
  Jpmorgan Chase Bank, N.A.
  Bohemia, NY

Previous Registrations

• 2002-09-19 → 2012-10-01
  Chase Investment Services Corp.
  Medford, NY
  Bellport, NY
  Ronkonkoma, NY
  Bohemia, NY
  Medford, NY
  Holbrook, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-18
• S63 Uniform Securities Agent State Law Examination
  1993-11-18

Other Names

• Craig Joseph Ferraro