Simona Solomos

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

• 09/2017 → 10/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 08/2012 → 08/2017
  Northeastern Illinois University
  Chicago, IL
• 08/2013 → 07/2017
  The Globe
  Chicago, IL
• 10/2019 → Present
  First Republic Securities Company, Llc
  Palm Beach, FL
• 10/2019 → Present
  First Republic Investment Management, Inc.
  Palm Beach, FL
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Palm Beach, FL

Previous Registrations

• 2019-10-04 → 2025-03-19
  J.P. Morgan Private Wealth Advisors Llc
  Jupiter, FL
  Chicago, IL
  Palm Beach, FL
• 2018-01-17 → 2019-10-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2018-01-16

Other Names

• Simona Hanna Piro
• Simona Piro
• Simona Hanna Solomos