John Callimanis

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

• 01/1995 → 01/2019
  Ubs Financial Services Inc.
  New York, NY
• 01/2019 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 01/2019 → Present
  Jpmorgan Securities, Llc.
  New York, NY

Other Businesses

Effective 1/18/2019 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

• S65 Uniform Investment Adviser Law Examination
  1992-04-02
• S63 Uniform Securities Agent State Law Examination
  1991-09-18

Other Names

• John Callimanis
• John Philip Callimanis