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Sean Tonni

Investment adviser representative at J.P. Morgan Securities LLC
11 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

11 years in the industry.

  1. J.P. Morgan Securities LLCJul 2024 to now
  2. JPMorgan Chase Bank, N.A.Jul 2024 to now
  3. Tonni LLCMay 2023 to now
  4. UnemployedJun 2024 to Jun 2024
  5. Charles Schwab & Co., Inc.Jul 2021 to May 2024
  6. Charles Schwab Bank, SsbJul 2021 to May 2024
  7. La Cazzarola Restaurant and Snack BarMay 2021 to Jul 2021
  8. Lake Erie CollegeJan 2021 to Jun 2021
  9. JPMorgan Chase Bank, N.A.Aug 2019 to Jan 2021
  10. Eriebank/cnb BankMay 2019 to Aug 2019
  11. Mentor Mitsubishi - KiaJun 2016 to May 2019
  12. JcpenneysJun 2015 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
7415680
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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