Samantha Lane Giorgio

J.P. Morgan Securities LLC

CRD 7677996

Claim This Profile

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:

Current Employers

J.P. Morgan Securities Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-07-29

SC RA
APPROVED

Since 2026-07-29

Branch Locations

2726 Wade Hampton Blvd, Greenville, SC 29615 • 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

Organization	City	State	From	To
First Citizens Investor Services, Inc.	Raleigh	NC	12/2022	06/2024
First Citizens Bank	Greenville	SC	07/2015	06/2024
Jpmorgan Chase Bank (Mi)	Taylors	SC	07/2024	Present
J.P. Morgan Securities Llc	Taylors	SC	07/2024	Present

12/2022 → 06/2024

First Citizens Investor Services, Inc.

Raleigh, NC
07/2015 → 06/2024

First Citizens Bank

Greenville, SC
07/2024 → Present

Jpmorgan Chase Bank (Mi)

Taylors, SC
07/2024 → Present

J.P. Morgan Securities Llc

Taylors, SC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-27
S63	Uniform Securities Agent State Law Examination	2023-02-24

S66 Uniform Combined State Law Examination

2026-07-27
S63 Uniform Securities Agent State Law Examination

2023-02-24

Other Names

Samantha Lane Combs

View on SEC IAPD

More in Greenville, SC

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor