Maria Castellon

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

• 06/2016 → 08/2019
  Wells Fargo Advisors, Llc
  New York, NY
• 06/2016 → 08/2019
  Wells Fargo Clearing Services, Llc
  New York, NY
• 08/2019 → Present
  Jpmorgan Chase Bank, N.A.
  West Harrison, NY
• 08/2019 → Present
  J.P. Morgan Securities Llc
  West Harrison, NY

Previous Registrations

• 2016-06-10 → 2019-08-07
  Wells Fargo Clearing Services, Llc
  Shrub Oak, NY
  White Plains, NY
  Croton On Hudson, NY
  Purchase, NY
• 2012-05-15 → 2016-06-29
  Lpl Financial Llc
  Bedford Hills, NY
  Lockport, NY
  Yorktown Heights, NY
  Baldwin Place, NY
  Westport, CT
  Stamford, CT
  Stamford, CT
  Norwalk, CT
  Fairfield, CT
  Shelton, CT
  Stratford, CT
  Stamford, CT
• 2008-03-05 → 2012-05-15
  Hsbc Securities (Usa) Inc.
  New Rochelle, NY
  Greenburgh, NY
  Yorktown Heights, NY
  White Plains, NY
  White Plains, NY
  Rye, NY
  Yorktown Heights, NY
  White Plains, NY
  Mamaroneck, NY
  Fairfield, CT
  Fairfield, CT
  Ridgefield, CT
  Wilton, CT

Exams

• S66 Uniform Combined State Law Examination
  2008-03-04
• S63 Uniform Securities Agent State Law Examination
  1999-06-07

Other Names

• Maria B Creamer
• Maria Iezza
• Maria B Iezza
• Maria B Creamer
• Maria B Castellon