James Sabbatini
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you James Sabbatini? 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
11 years in the industry.
- J.P. Morgan Securities LLCJun 2026 to now
- JPMorgan Chase Bank, N.A.Jun 2026 to now
- UnemployedJan 2026 to Jun 2026
- Exchange Right Real Estate LLCJul 2025 to Jan 2026
- UnemployedApr 2025 to Jul 2025
- Osaic Inc / Lincoln Financial GroupJan 2023 to Apr 2025
- Voya FinlNov 2022 to Jan 2023
- UnemployedAug 2022 to Nov 2022
- Orion Portfolio Solutions LLC / Brinker CapitalMar 2022 to Aug 2022
- ThriventMay 2019 to Mar 2022
- Mutual of OmahaJul 2018 to May 2019
- Symetra Life InsJan 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 5798495
- Firm CRD
- 79