Anthony Custodio

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

• 11/2006 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Menlo Park, CA
• 08/2009 → 08/2022
  Bank Of America,Na
  Menlo Park, CA
• 08/2022 → 09/2023
  First Republic Securities Company, Llc
  Palo Alto, CA
• 08/2022 → Present
  First Republic Investment Management, Inc.
  Palo Alto, CA
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Palo Alto, CA
• 10/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Palo Alto, CA

Previous Registrations

• 2022-08-02 → 2025-03-18
  J.P. Morgan Private Wealth Advisors Llc
  Palo Alto, CA
• 2006-11-10 → 2022-09-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 2002-07-25 → 2005-08-02
  Wells Fargo Investments, Llc
  Palo Alto, CA

Other Businesses

1) Name of outside business organization: Rental Point Reyes Station, California 94956 Position, title, association: Start date of relationship: 3/1/2021 Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0 4) Nature of business: Corporation, Position, title, association: Committee Member, Start date of relationship: 3/18/2011 Number of hours devoted: 3 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Assist and serve on investment committee as a volunteer 5) Nature of business: Trust/Estate Position, title, association: Executor/Successor Trustee, Start date of relationship: 8/1/2023 Number of hours devoted: 0 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Mr. Custodio will act in the capacity of executor for a family member.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-30
• S63 Uniform Securities Agent State Law Examination
  2002-11-22

Designations

• Chartered Financial Analyst

Other Names

• Tony Custodio
• Anthony Todd Custodio