Timothy B. Mazzanti
Investment adviser representative at J.P. Morgan Securities LLC
19 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Timothy B. Mazzanti? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- J.P. Morgan Securities LLCMar 2020 to now
- JP Morgan Chase Bank, N.A.Mar 2020 to now
- UnemployedFeb 2020 to Feb 2020
- New York LifeDec 2019 to Jan 2020
- Bank of America, N.A.Feb 2017 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2017 to Nov 2019
- USAA Financial Planning ServicesApr 2013 to Feb 2017
- USAA Financial Advisors, Inc.Sep 2007 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5085531
- Firm CRD
- 79