Sergio Gorno
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- Persei LLCMay 2020 to now
- Equitable Advisors, LLCNov 2021 to Jul 2024
- Equitable FinlNov 2021 to Jul 2024
- Equitable Advisors, LLCOct 2019 to Oct 2021
- Sealed, incOct 2018 to Jan 2019
- Persei BandOct 2017 to May 2020
- Baruch CollegeSep 2016 to Jun 2018
- Baruch College, Zicklin School of BusinessAug 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
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
- 7269745
- Firm CRD
- 79