Michael Christopher Palao

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

• 07/2013 → 10/2019
  J.P. Morgan Securities Llc
  Boston, MA
• 07/2013 → 10/2019
  Jpmorgan Chase Bank Na
  Boston, MA
• 10/2019 → Present
  J.P. Morgan Securities Llc
  Lynnfield, MA

Previous Registrations

• 2009-11-16 → 2013-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Wellesley Hills, MA
• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Boston, MA
  Boston, MA
• 2003-09-08 → 2004-10-20
  Quick & Reilly, Inc.
  Boston, MA

Other Businesses

Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-11

Other Names

• Micheal Christopher Palao