Patrick C Amato

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

• 01/2009 → 08/2018
  Ubs Financial Services Inc
  New York, NY
• 08/2018 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 08/2018 → Present
  Jpmorgan Securities, Llc.
  New York, NY

Previous Registrations

• 2009-01-16 → 2018-08-21
  Ubs Financial Services Inc.
  New York, NY
  New York, NY
  Weehawken, NJ
• 2003-01-27 → 2009-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Other Businesses

Entity Name: Longhouse Reserve Investment related: Yes "Address: 133 Hands Creek Rd East Hampton NY 11937 https://longhouse.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 08/18/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Museum/Gardens I am being asked to join Finance committee- and have been asked to join the Board to help with basic budget oversight and best practices for the endowment. There will be no direct or indirect money management activities" Entity Name: East Hampton YMCA Investment related: No Address: 11 East Hampton NY https://ymcali.org/locations/ymca-east-hampton-recenter Nature of the other business: Fitness and Community Center Position/Title/Relationship: Director Start Date: 01-Mar-2017 Approximate # of hours a month: 3 hours per month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Director Entity Name: The Resource Foundation Investment related: Yes Address: 500 NY, NY resourcefnd.org Nature of the other business: Supports NGOs in Central and South America in areas of Health, enreprenuership, Women's and Children's education. Position/Title/Relationship: Director/Board Member Start Date: 01-Oct-2015 Approximate # of hours a month: 3 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board Member Effective 8/10/2018 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

• S65 Uniform Investment Adviser Law Examination
  2004-10-27
• S66 Uniform Combined State Law Examination
  2001-11-19
• S63 Uniform Securities Agent State Law Examination
  1989-06-13

Other Names

• Patrick Charles Amato
• Patrick Amato