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Renato Manese Tosoc

J.P. Morgan Securities LLC

Chicago, IL

CRD 5662472

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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
NY RA APPROVED 2021-05-03
IL RA APPROVED 2012-10-01
  • NY RA
    APPROVED
    Since 2021-05-03
  • IL RA
    APPROVED
    Since 2012-10-01

Branch Locations

10 S. Dearborn Street Floor 11, Chicago, IL 60603 • 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
Jpmorgan Chase Bank Na Niles IL 04/2009 07/2025
J.P. Morgan Securities Llc Chicago IL 10/2012 Present
Previous Registrations
  • 2011-09-01 → 2012-10-01
    Chase Investment Services Corp.
    Niles, IL
    Rolling Meadows, IL
    Streamwood, IL
    Hanover Park, IL
    Streamwood, IL
    Bartlett, IL
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-31
S63 Uniform Securities Agent State Law Examination 2009-05-20
  • S66 Uniform Combined State Law Examination
    2011-08-31
  • S63 Uniform Securities Agent State Law Examination
    2009-05-20
Other Names
  • Renato M Tosco
  • Renato M Tosoc

View on SEC IAPD

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