James Migliore

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-11-14
TX	RA	APPROVED	2025-11-13

Branch Locations

290 Rte 34, Colts Neck, NJ 07722 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
J.P. Morgan Securities Llc	Colts Neck	NJ	11/2025	Present
Jpmorgan Chase Bank, N.A.	Colts Neck	NJ	11/2025	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Red Bank	NJ	12/2017	11/2025
Bank Of America	Red Bank	NJ	12/2017	11/2025
Kim Marie's	Asbury Park	NJ	06/2018	09/2018
Lester Auto Group/Lester Glenn	Toms River	NJ	08/2015	02/2018

11/2025 → Present

J.P. Morgan Securities Llc

Colts Neck, NJ
11/2025 → Present

Jpmorgan Chase Bank, N.A.

Colts Neck, NJ
12/2017 → 11/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Red Bank, NJ
12/2017 → 11/2025

Bank Of America

Red Bank, NJ
06/2018 → 09/2018

Kim Marie's

Asbury Park, NJ
08/2015 → 02/2018

Lester Auto Group/Lester Glenn

Toms River, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-03-02