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Michael Zito

Investment adviser representative at J.P. Morgan Securities LLC
11 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

11 years in the industry.

  1. J.P. Morgan Securities LLCMay 2023 to now
  2. JPMorgan Chase Bank, N.A.May 2023 to now
  3. RBC Capital Markets, LLCNov 2020 to May 2023
  4. Insight Global, LLCAug 2020 to Nov 2020
  5. Cambridge Investment ResearchJan 2020 to Nov 2020
  6. Signature Financial Group, LLCSep 2019 to Aug 2020
  7. West End Electrical Contractors LLCJun 2019 to Sep 2019
  8. Nissin International Transport USAMay 2018 to Aug 2018
  9. University of DelawareFeb 2017 to Jun 2019
  10. North Carolina State UniversityAug 2015 to Feb 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

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
7213273
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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