Massimo Mioni

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

• 01/2015 → 02/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Culver City, CA
• 01/2015 → 02/2018
  Bank Of America, N.A.
  Culver City, CA
• 07/2018 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 03/2018 → 06/2018
  Unemployed
  Beverly Hills, CA
• 07/2018 → 06/2019
  Jp Morgan Chase Bank, N.A.
  Los Angeles, CA
• 09/2018 → 09/2020
  Mioni Massimo And Carina Trust
  Los Angeles, CA
• 06/2019 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA

Previous Registrations

• 2015-02-27 → 2018-02-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Monica, CA
  Culver City, CA
  Santa Monica, CA
  Venice, CA
  Venice, CA
  Santa Monica, CA
  Santa Monica, CA
  Los Angeles, CA
  Los Angeles, CA
• 2011-05-04 → 2014-12-19
  Waddell & Reed
  Las Vegas, NV
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-05-03

Other Names

• Massi Mioni
• Massimo D Mioni