Carlo Manzella

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

• 12/2022 → Present
  J.P. Morgan Securities Llc        
  Shelby Township, MI
• 12/2022 → Present
  Jpmorgan Chase Bank, N.A.           
  Shelby Township, MI
• 03/2018 → 08/2019
  Airtime
  Sterling Heights, MI
• 06/2016 → 02/2018
  Emagine
  Macomb, MI
• 05/2022 → 12/2022
  Cummins Meritor
  Troy, MI
• 01/2020 → 07/2021
  Adorable Lawn Greetings
  Shelby Twp, MI
• 09/2019 → 03/2020
  Team Rehab
  Sterling Heights, MI
• 07/2021 → 05/2022
  Unemployed
  Shelby Twp, MI
• 08/2019 → 09/2019
  Unemployed
  Shelby Twp, MI
• 02/2018 → 03/2018
  Unemployed
  Shelby Twp, MI
• 04/2023 → 11/2025
  Dj Service
  Shelby Township, MI

Exams

• S66 Uniform Combined State Law Examination
  2026-04-10
• S63 Uniform Securities Agent State Law Examination
  2023-03-10

Other Names

• Carlo Manzella
• Carlo Anthony Manzella