Jessica Costa

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

• 09/2018 → 02/2024
  Ubs Financial Services Inc.
  Miami, FL
• 01/2016 → 08/2018
  Unemployed
  Miami, FL
• 02/2024 → 08/2024
  Stonex Securities Inc.
  Miami, FL
• 02/2024 → 08/2024
  Stonex Advisors Inc.
  Miami, FL
• 08/2024 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 08/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 02/2024 → 08/2024
  Stonex Wealth Management
  Miami, FL

Previous Registrations

• 2024-02-29 → 2024-08-22
  Stonex Advisors Inc.
  Miami, FL
  Birmingham, AL
• 2018-12-05 → 2024-03-05
  Ubs Financial Services Inc.
  Coral Gables, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-06-14

Other Names

• Jessica Silva-Peruzzo
• Jessica S Peruzzo
• Jessica Silva Peruzzo
• Peruzzo Silvaperuzzo
• Jessica Costa