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Joseph James Coniglio

J.P. Morgan Securities LLC

Chapel Hill, NC

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-07
  • NC RA
    APPROVED
    Since 2025-03-07

Branch Locations

217 S Estes Dr, Chapel Hill, NC 27514 • 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
OrganizationCityStateFromTo
Fifth Third Bank, N.A. Chapel Hill NC 05/2021 06/2024
Wells Fargo Clearing Services, Llc Chapel Hill NC 12/2016 05/2021
Wells Fargo Bank Na Chapel Hill NC 08/2012 05/2021
Fifth Third Securities Inc Chapel Hill NC 11/2022 06/2024
Truist Bank, N.A. Chapel Hill NC 06/2024 02/2025
Jpmorgan Chase Bank, N.A. Chapel Hill NC 03/2025 Present
J.P. Morgan Securities Llc Chapel Hill NC 03/2025 Present
  • 05/2021 → 06/2024
    Fifth Third Bank, N.A.
    Chapel Hill, NC
  • 12/2016 → 05/2021
    Wells Fargo Clearing Services, Llc
    Chapel Hill, NC
  • 08/2012 → 05/2021
    Wells Fargo Bank Na
    Chapel Hill, NC
  • 11/2022 → 06/2024
    Fifth Third Securities Inc
    Chapel Hill, NC
  • 06/2024 → 02/2025
    Truist Bank, N.A.
    Chapel Hill, NC
  • 03/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Chapel Hill, NC
  • 03/2025 → Present
    J.P. Morgan Securities Llc
    Chapel Hill, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-21
S63 Uniform Securities Agent State Law Examination 2017-03-10
  • S65 Uniform Investment Adviser Law Examination
    2023-04-21
  • S63 Uniform Securities Agent State Law Examination
    2017-03-10
Other Names
  • Joseph J Coniglio
  • Joseph James Coniglio
  • Joe Coniglio
  • Joseph Coniglio
  • Joseph J. Coniglio

View on SEC IAPD

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Other Offices

FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
RBC CAPITAL MARKETS, LLC · Chapel Hill, NC
TRUIST ADVISORY SERVICES, INC. · CHAPEL HILL, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHAPEL HILL, NC
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CHAPEL HILL, NC
ROBERT W. BAIRD & CO. INCORPORATED · Chapel Hill, NC

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