Michael Tondo
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- Edward JonesNov 2023 to Jul 2024
- Bank of AmericaJul 2021 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Nov 2023
- UnemployedAug 2020 to Jul 2021
- Merrill Lynch/bank of AmericaJun 2020 to Aug 2020
- Punch Bowl Miami Wynwood LLCFeb 2020 to Mar 2020
- Rushlight InvestmentsAug 2019 to Jun 2020
- JPMorgan Chase Bank, N.A.Aug 2019 to Oct 2019
- UnemployedMay 2019 to Jul 2019
- TD Bank N.A.May 2018 to Apr 2019
- CvsJul 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, 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
- 7260689
- Firm CRD
- 79