Peter Spoto
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
5 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 LLCAug 2025 to now
- JPMorgan Chase Bank, N.A.Aug 2025 to now
- UnemployedFeb 2025 to Jul 2025
- J.P. Morgan Securities LLCAug 2023 to Jan 2025
- JPMorgan Chase Bank, N.A.Aug 2023 to Jan 2025
- UnemployedApr 2023 to Jul 2023
- Fidelity InvestmentsMar 2023 to Mar 2023
- UnemployedJan 2023 to Feb 2023
- Oppenheimer & Co. Inc.Jul 2022 to Dec 2022
- UnemployedAug 2021 to Jun 2022
- Oppenheimer & Co.Jul 2021 to Jul 2021
- UnemployedSep 2019 to Jun 2021
- Harrison RecreationJul 2019 to Aug 2019
- UnemployedSep 2018 to Jun 2019
- Harrison RecreationJul 2018 to Aug 2018
- UnemployedSep 2017 to Jun 2018
- Harrison RecreationJul 2017 to Aug 2017
- UnemployedAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 5 states (CA, CT, NJ, 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
- 7389657
- Firm CRD
- 79