Best Investors Account Sign in

William Bermel

J.P. Morgan Securities LLC

Garden City, NY

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

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-14
TX RA APPROVED_RES 2024-11-14
  • NY RA
    APPROVED
    Since 2024-11-14
  • TX RA
    APPROVED_RES
    Since 2024-11-14

Branch Locations

1001 Franklin Ave, Garden City, NY 11530 • 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
Goldman Sachs Jersey City NJ 01/2015 12/2017
Arbor Realty Trust New York NY 12/2017 09/2020
Ocean Road Advisors Inc. New York NY 09/2020 08/2021
Citigroup New York NY 09/2021 09/2024
Unemployed Rockville Centre NY 10/2024 10/2024
Jpmorgan Chase Bank, N.A. Greenvale NY 11/2024 Present
J.P. Morgan Securities Llc Greenvale NY 11/2024 Present
  • 01/2015 → 12/2017
    Goldman Sachs
    Jersey City, NJ
  • 12/2017 → 09/2020
    Arbor Realty Trust
    New York, NY
  • 09/2020 → 08/2021
    Ocean Road Advisors Inc.
    New York, NY
  • 09/2021 → 09/2024
    Citigroup
    New York, NY
  • 10/2024 → 10/2024
    Unemployed
    Rockville Centre, NY
  • 11/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Greenvale, NY
  • 11/2024 → Present
    J.P. Morgan Securities Llc
    Greenvale, NY
Previous Registrations
  • 2022-01-04 → 2024-12-06
    Citigroup Global Markets Inc.
    New York, NY
    Rockville Centre, NY
  • 2022-01-04 → 2010-06-30
    Citi Private Alternatives, Llc
    New York, NY
    Rockville Centre, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-15
  • S66 Uniform Combined State Law Examination
    2021-12-15
Other Names
  • William Christopher Bermel

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
BRIXTON CAPITAL WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LESLIE MARIE GIORDANO

Other Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER
Alexander Oliner
JULIA BATTAGLIA
Sei il im
ELLEN M CHAN
Jesse M Silver

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY

More in Garden City, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor