Joseph Gallina

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

• 04/2018 → 10/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 05/2017 → 08/2017
  Morgan Stanley
  Chicago, IL
• 08/2015 → 05/2017
  University Of Illinois At Chicago
  Chicago, IL
• 08/2017 → 04/2018
  Unemployed
  Western Springs, IL
• 02/2020 → 10/2020
  Bank Of America, N.A.
  Rolling Meadows, IL
• 10/2020 → 08/2022
  Coyle Financial Counsel
  Glenview, IL
• 09/2022 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 09/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL

Previous Registrations

• 2021-01-05 → 2022-08-30
  Coyle
  Glenview, IL
• 2018-09-21 → 2020-10-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-09-20

Other Names

• Joseph Eugene Gallina
• Joseph Gallina
• Joe Gallina