Massimo Paone
Investment adviser representative at J.P. Morgan Securities LLC
14 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
14 years in the industry.
- Iona Preparatory SchoolAug 2026 to now
- J.P. Morgan Securities LLCFeb 2026 to now
- JPMorgan Chase Bank, N.A.Feb 2026 to now
- TD Private BankApr 2022 to Feb 2026
- Populist CapitalFeb 2022 to Apr 2022
- Regal Investment AdvisorsMar 2019 to Feb 2022
- UnemployedDec 2018 to Feb 2019
- Altrius Capital ManagementJun 2017 to Nov 2018
- Bank of AmericaAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6113706
- Firm CRD
- 79