Best Investors Account Sign in

Phebe S. Cosmo

J.P. Morgan Securities LLC

Venice, FL

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-09-13
FL RA APPROVED 2013-04-12
CA RA APPROVED 2013-04-11
  • TX RA
    APPROVED
    Since 2013-09-13
  • FL RA
    APPROVED
    Since 2013-04-12
  • CA RA
    APPROVED
    Since 2013-04-11

Branch Locations

1320 Venice Avenue E, Venice, FL 34285 • 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
J.P. Morgan Securities Llc Venice FL 10/2012 04/2024
Jpmorgan Chase Bank, Na Venice FL 07/2015 04/2024
Jpmorgan Chase Bank, N.A. Venice FL 05/2024 Present
J.P. Morgan Securities Llc Venice FL 05/2024 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-05
  • S66 Uniform Combined State Law Examination
    2013-04-05
Other Names
  • Phebe Nelson
  • Phebe S Cosmo

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

MICHAEL F PRAZNOVSKY
DEAN P MCCONVILLE
CYNTHIA DANKER MERRITT
Bonnie Jean Harmsen Gaudreau
Robert K Domke
James Walker Crites
Timothy Francis Hixson
Dustin R Hays

Other Offices

LPL FINANCIAL LLC · VENICE, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Venice, FL
PNC WEALTH MANAGEMENT LLC · VENICE, FL
EDWARD JONES · Venice, FL
EDWARD JONES · VENICE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VENICE, FL
EDWARD JONES · VENICE, FL
RAYMOND JAMES & ASSOCIATES, INC. · Venice, FL

More in Venice, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor