Timothy B. Mazzanti

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

• 09/2007 → 02/2017
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 04/2013 → 02/2017
  Usaa Financial Planning Services
  San Antonio, TX
• 02/2017 → 11/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 02/2017 → 11/2019
  Bank Of America, N.A.
  San Antonio, TX
• 03/2020 → Present
  Jp Morgan Securities, Llc
  San Antonio, TX
• 03/2020 → Present
  Jp Morgan Chase Bank, N.A.
  San Antonio, TX
• 02/2020 → 02/2020
  Unemployed
  San Antonio, TX
• 12/2019 → 01/2020
  New York Life
  San Antonio, TX

Previous Registrations

• 2017-02-28 → 2019-11-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
  San Antonio, TX
  Boerne, TX
  San Antonio, TX
  San Antonio, TX
  Boerne, TX
• 2013-04-12 → 2017-03-17
  Usaa Financial Planning Services
  San Antonio, TX
• 2008-08-13 → 2013-04-16
  Usaa Investment Services Company
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-12
• S63 Uniform Securities Agent State Law Examination
  2007-05-08

Other Names

• Tim Brian Stivers
• Timothy Brian Stivers
• Timothy Brian Mazzanti
• Timothy Mazzanti
• Timothy B. Mazzanti