Paul Kaleo Bastio
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Paul Kaleo Bastio? 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
10 years in the industry.
- J.P. Morgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- Bank of AmericaAug 2022 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Jun 2024
- UnemployedJun 2022 to Jul 2022
- LoandepotJun 2021 to Jun 2022
- Direct Energy MeteringJul 2020 to Jun 2021
- Clean InitiativeMar 2019 to Jul 2020
- KeiwitSep 2018 to Feb 2019
- Murray CoFeb 2018 to Jun 2018
- KeneticsOct 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7608533
- Firm CRD
- 79