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Anthony J. Destio

J.P. Morgan Securities LLC

Greenvale, NY

CRD 2583611

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-23
NY RA APPROVED 2021-05-03
NJ RA APPROVED 2017-09-11
  • TX RA
    APPROVED_RES
    Since 2022-06-23
  • NY RA
    APPROVED
    Since 2021-05-03
  • NJ RA
    APPROVED
    Since 2017-09-11

Branch Locations

57 Northern Blvd, Greenvale, NY 11548 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 12/2015 08/2017
Bank Of America, N.A. Melville NY 04/2016 08/2017
Jp Morgan Securities, Llc Greenvale NY 09/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-29
S63 Uniform Securities Agent State Law Examination 1998-10-27
  • S65 Uniform Investment Adviser Law Examination
    2016-01-29
  • S63 Uniform Securities Agent State Law Examination
    1998-10-27
Other Names
  • Anthony Joseph Destio
  • Anthony Joseph Destio

View on SEC IAPD

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