Douglas S. Ateniese
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCSep 2022 to now
- JPMorgan Chase Bank, N.A.Sep 2022 to now
- Dsa Planning LLCApr 2022 to Jul 2022
- Woodbury Financial Services, IncOct 2021 to Aug 2022
- UnemployedMay 2021 to Sep 2021
- Mufg Union Bank of Tokyo Mitsubishi Ufj/rose InternationalOct 2019 to Apr 2021
- UnemployedSep 2019 to Sep 2019
- Steve Aneniese (property Management - Family Rentals)Jan 2018 to Aug 2019
- Michael Page (contractor Agency - InstinetDec 2017 to Dec 2018
- UnemployedOct 2017 to Nov 2017
- Quinnipiac UniversityAug 2012 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 6895094
- Firm CRD
- 79