Angelo Calderone

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

• 12/2017 → Present
  Jpmorgan Chase Bank, N.A.
  Sterling Heights, MI
• 05/2017 → 12/2017
  United Wholesale Mortgage
  Troy, MI
• 05/2010 → 05/2019
  Mmac Fraser Inc, Dba The Pod Drop
  Fraser, MI
• 06/2016 → 04/2017
  Arterra Realty Llc
  Rochester, MI
• 12/2017 → Present
  J.P. Morgan Securities Llc
  Sterling Heights, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-03-23
• S63 Uniform Securities Agent State Law Examination
  2018-02-14

Other Names

• Angelo Joseph Calderone