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Gina Maria Bosetti

Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business

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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.

  1. J.P. Morgan Securities LLCSep 2021 to now
  2. JPMorgan Chase Bank, N.A.Sep 2021 to now
  3. Smart BottomsAug 2020 to Aug 2021
  4. UnemployedJul 2020 to Jul 2020
  5. Lambert & CoOct 2019 to Jun 2020
  6. Bank of America, N.A.May 2015 to Sep 2019
  7. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2015 to Sep 2019

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 2 states (MI, 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
5817647
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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