Wallis Toscarelli

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

• 07/2022 → Present
  Jpmorgan Chase Bank, Na
  New York, NY
• 07/2022 → Present
  Jpmorgan Securities Llc
  New York, NY
• 06/2019 → 05/2022
  Stevens Institute Of Technology
  Hoboken, NJ
• 06/2021 → 08/2021
  Jpmorgan Chase Bank, Na
  Summit, NJ
• 06/2020 → 08/2020
  Prudential
  Newark, NJ
• 06/2019 → 06/2019
  Stevens Institute Of Technology
  Hoboken, NJ
• 05/2017 → 09/2017
  Holmdel Swim Club
  Holmdel, NJ
• 05/2016 → 09/2016
  Holmdel Swim Club
  Holmdel, NJ
• 10/2016 → 04/2017
  Unemployed
  Holmdel, NJ
• 10/2017 → 04/2018
  Unemployed
  Holmdel, NJ
• 05/2018 → 06/2018
  Six Flags Great Adventure
  Jackson, NJ
• 07/2018 → 05/2019
  Unemployed
  Holmdel, NJ
• 06/2022 → 06/2022
  Unemployed
  Holmdel, NJ

Other Businesses

Entity Name: TAKE A PEAK INC. Investment related: No Address: 472 COLUMBUS AVE NEW YORK NY 10024 Nature of the other business: Artificial Intelligence Position/Title/Relationship: Owner/Partner Start Date: 07/20/2026 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Take a Peak Inc is a machine learning startup company. I would simply be making a passive investment, and would have no role in the company.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-02

Other Names

• Wallis Toscarelli
• Wallis Teresa Toscarelli