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Michael Polignone

Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
3 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

12 years in the industry.

  1. Stella Montis LLCMay 2026 to now
  2. J.P. Morgan Securities LLCJul 2024 to now
  3. JPMorgan Chase Bank, N.A.Jul 2024 to now
  4. JPMorgan Chase Bank, N.A.May 2023 to Jun 2024
  5. Dexian Disys (JPMorgan Chase)Sep 2022 to Apr 2023
  6. UnemployedJul 2022 to Aug 2022
  7. John HancockMay 2020 to Jun 2022
  8. UnemployedOct 2019 to Apr 2020
  9. Morgan StanleyJun 2019 to Sep 2019
  10. Newburyport Five Cents Savings BankJun 2019 to Aug 2019
  11. UnemployedAug 2018 to Jun 2019
  12. Glen Urquhart SchoolJul 2018 to Jul 2018
  13. UnemployedDec 2017 to Jun 2018
  14. Budget Pools Inc.May 2017 to Dec 2017
  15. UnemployedJan 2014 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 3 states (CA, 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
7126451
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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