Ermelinta Capozzi
Investment adviser representative at J.P. Morgan Securities LLC
13 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
13 years in the industry.
- J.P. Morgan Securities LLCAug 2021 to now
- JPMorgan Chase Bank, N.A.Aug 2021 to now
- Suntrust Advisory Services, Inc.Jan 2020 to Aug 2021
- Suntrust Bank/truistOct 2018 to Aug 2020
- Suntrust Investment Services IncOct 2018 to Aug 2020
- Sonata At VieraSep 2018 to Oct 2018
- Pfs Investments Inc.Aug 2018 to Oct 2018
- Primerica Financial ServicesJul 2018 to Sep 2018
- Aflac Field Force - Independent ContractorMay 2018 to Sep 2018
- Infiniti of MelbourneFeb 2018 to Jul 2018
- Primerica Financial ServicesNov 2016 to Feb 2018
- JP Morgan Securities LLCJan 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
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
- 6159787
- Firm CRD
- 79