Kolby Abruzzino
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$429.7BFirm assets
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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
10 years in the industry.
- J.P. Morgan Securities LLCNov 2024 to now
- JPMorgan Chase Bank, N.A.Nov 2024 to now
- Cetera Investment Advisers LLCJun 2022 to Nov 2024
- Cetera Investment Services LLCJun 2022 to Nov 2024
- First United Bank & TrustJun 2022 to Nov 2024
- Genesis Youth Crisis Center IncAug 2020 to Jun 2022
- Cetera Investment Advisers LLCApr 2019 to Aug 2020
- Best Buy, Inc.Sep 2016 to Feb 2018
- Abruzzino Wealth Management IncJul 2016 to Aug 2020
- Cetera Fnancial Specialists LLCJul 2016 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OH, WV).
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
- 6690455
- Firm CRD
- 79