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Paolo Ghio

Investment adviser representative at J.P. Morgan Securities LLC
15 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

15 years in the industry.

  1. J.P. Morgan Securities LLCOct 2025 to now
  2. JPMorgan Chase Bank NAFeb 2021 to now
  3. JPMorgan Securities LLCFeb 2021 to now
  4. UnemployedSep 2020 to Jan 2021
  5. JPMorgan Chase Bank NAJun 2020 to Aug 2020
  6. UnemployedMar 2020 to May 2020
  7. Nexus GroupDec 2019 to Feb 2020
  8. UnemployedJan 2019 to Nov 2019
  9. BelcorpSep 2018 to Dec 2018
  10. WabuMar 2018 to Oct 2018
  11. Banco De Credito Del PeruDec 2017 to Feb 2018
  12. UnemployedFeb 2011 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (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
7335437
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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