Robert A. Tancredi
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered 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 2021 to now
- JPMorgan Chase Bank, N.A.Sep 2021 to now
- Bank of AmericaSep 2020 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2020 to Sep 2021
- BandalierSep 2019 to Mar 2020
- Ultimate Power Inc.Aug 2019 to Sep 2020
- Merrill LynchMay 2019 to Jul 2019
- The ColonialJan 2019 to May 2019
- Peoplepool Valet ServiceJan 2019 to Jan 2019
- State University of New York At BinghamptonAug 2018 to May 2020
- How Do RentalsAug 2018 to May 2019
- American PortfoliosMay 2018 to Aug 2018
- UnemployedSep 2017 to Apr 2018
- SportimeJun 2017 to Aug 2017
- UnemployedSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6959706
- Firm CRD
- 79