John Motto

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

• 12/2016 → 01/2018
  Edward Jones
  Philadelphia, PA
• 06/2016 → 11/2016
  Unemployed
  Philadelphia, PA
• 08/2012 → 05/2016
  Cabrini College (University)
  Radnor, PA
• 02/2018 → 08/2018
  Unemployed
  Philadelphia, PA
• 09/2018 → 03/2019
  Massmutual
  Bala Cynwyd, PA
• 09/2018 → 03/2019
  Mml Investors Services
  Bala Cynwyd, PA
• 03/2019 → 12/2020
  Prudential Insurance Company Of America
  Dresher, PA
• 03/2019 → 12/2020
  Prudential Annuities Distributors, Inc.
  Dresher, PA
• 04/2019 → 10/2020
  Ast Investment Services, Inc.
  Dresher, PA
• 08/2021 → 10/2022
  Horace Mann Companies
  Springfield, IL
• 08/2021 → 10/2022
  Horace Mann Investors Inc.
  Springfield, IL
• 12/2020 → 08/2021
  Unemployed
  Philadelphia, PA
• 10/2018 → 12/2019
  Ffg Llc
  Bala Cynwyd, PA
• 10/2022 → Present
  Jpmorgan Chase Bank, Na
  Newark, DE
• 10/2022 → Present
  Jpmorgan Securities Llc
  Newark, DE

Previous Registrations

• 2021-09-22 → 2022-10-24
  Horace Mann Investors, Inc.
  Springfield, IL
  Cherry Hill, NJ
  Cherry Hill, NJ
• 2019-04-24 → 2020-11-11
  Ast Investment Services, Inc.
  Dresher, PA
• 2018-10-12 → 2019-03-12
  Mml Investors Services, Llc
  Radnor, PA
• 2017-02-15 → 2018-01-10
  Edward Jones
  Philadelphia, PA
  St Louis, MO
  Washington Crossing, PA
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2017-02-13

Other Names

• John Motto
• John Motto