Jason Sandolo

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

• 02/2013 → Present
  Jpmorgan Securities Llc
  New York, NY
• 01/2017 → Present
  Jpmorgan Chase Bank Na
  New York, NY

Other Businesses

Entity Name: GROUP 224 COOP INC Investment related: No Address: New York, NY Nature of the other business: The entity is set up to manage the coop I live in. Position/Title/Relationship: Member of an Advisory Board Start Date: 25-Jun-2018 Approximate # of hours a month: 5-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Responsible for attending meetings and helping with the ongoing operation of a 12-unit apartment building. Entity Name: 531 Philadelphia, PA Investment related: Yes Address: 531 Philadelphia, PA Nature of the other business: I am buying a second home which I will rent to a tenant. Position/Title/Relationship: Sole Proprietor Start Date: 31 Oct 2017 Approximate # of hours a month: 4 Approximate # of hours during securities hours: 1/week Briefly describe your duties: I will be a landlord

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-04
• S63 Uniform Securities Agent State Law Examination
  2013-03-01

Designations

• Chartered Financial Analyst

Other Names

• Jason Sandolo
• Jason Claudio Sandolo