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Gianna Palli

J.P. Morgan Securities LLC

Boston, MA

CRD 7761953

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-09
  • TX RA
    APPROVED
    Since 2024-09-09

Branch Locations

50 Rowes Wharf Floor 03, Boston, MA 02110 • 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
J.P. Morgan Securities Llc Boston MA 07/2024 Present
Jpmorgan Chase Bank, N.A. Boston MA 07/2024 Present
Middlebury College Middlebury VT 09/2019 05/2024
Middlebury College Economics Department Middlebury VT 09/2021 05/2022
Vermont Chamber Of Commerce Barre VT 06/2022 09/2022
Massachusetts General Hospital Boston MA 06/2021 10/2021
Goldman Sachs New York NY 06/2023 08/2023
Unemployed Wellesley MA 07/2014 08/2019
Unemployed Wellesley MA 06/2024 06/2024
  • 07/2024 → Present
    Boston, MA
  • 07/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Boston, MA
  • 09/2019 → 05/2024
    Middlebury College
    Middlebury, VT
  • 09/2021 → 05/2022
    Middlebury College Economics Department
    Middlebury, VT
  • 06/2022 → 09/2022
    Vermont Chamber Of Commerce
    Barre, VT
  • 06/2021 → 10/2021
    Massachusetts General Hospital
    Boston, MA
  • 06/2023 → 08/2023
    Goldman Sachs
    New York, NY
  • 07/2014 → 08/2019
    Unemployed
    Wellesley, MA
  • 06/2024 → 06/2024
    Unemployed
    Wellesley, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-07
  • S66 Uniform Combined State Law Examination
    2024-09-07
Other Names
  • Gianna Palli
  • Gianna Maria Palli
  • Gianna Maria Alora Palli

View on SEC IAPD

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