Sonny James Neville
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Sonny James Neville? Claim your profile
Contact this firm
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 LLCMar 2025 to now
- JPMorgan Chase Bank, N.A.Mar 2025 to now
- Bank of America, N.A.Jun 2021 to Mar 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Mar 2025
- Equitable Advisors, LLCNov 2020 to May 2021
- Equitable Life FinlNov 2020 to May 2021
- Hudson Valley DentalMar 2020 to Jan 2021
- The Childrens Medical GroupNov 2019 to Jan 2020
- Mb & L Parking SolutionsMay 2017 to Feb 2020
- University of Rhode IslandSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7312961
- Firm CRD
- 79