Vittorio Valenti
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Vittorio Valenti? 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
10 years in the industry.
- J.P. Morgan Securities LLCJan 2023 to now
- JPMorgan Chase Bank NASep 2021 to now
- JPMorgan Securities LLCSep 2021 to now
- UnemployedAug 2021 to Aug 2021
- Santander Securities, LLCOct 2018 to Jul 2021
- Santander International Private BankingAug 2018 to Jul 2021
- Morgan Stanley Private Bank, N.A.Jul 2016 to Aug 2018
- Morgan Stanley Smith Barney LLCMay 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5686877
- Firm CRD
- 79