William Vincent Milano

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

• 12/2015 → Present
  Jpmorgan Securities Llc
  Wilmette, IL

Previous Registrations

• 2013-03-26 → 2015-12-04
  Morgan Stanley
  Naperville, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-25
• S63 Uniform Securities Agent State Law Examination
  2010-06-07

Designations

• Certified Financial Planner

Other Names

• William Vincent Milano
• William V. Milano
• William V. Milano Jr.
• William V Milano