Charlotte Demartini
Investment adviser representative at J.P. Morgan Securities LLC
13 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
13 years in the industry.
- J.P. Morgan Securities LLCAug 2024 to now
- JPMorgan Chase Bank, N.A.Aug 2024 to now
- Goldman SachsJul 2021 to Aug 2024
- UnemployedJun 2021 to Jun 2021
- Goldman SachsJul 2020 to Aug 2020
- AIGJun 2019 to Aug 2019
- University of MiamiAug 2018 to May 2021
- East Hills PoolJul 2018 to Aug 2018
- UnemployedJun 2018 to Jun 2018
- Boston CollegeAug 2017 to May 2018
- East Hills PoolJul 2017 to Aug 2017
- North Shore High SchoolSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
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
- 7416561
- Firm CRD
- 79