Jack Santini
Investment adviser representative at J.P. Morgan Securities LLC
9 yearsExperience
3 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Jack Santini? 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
9 years in the industry.
- J.P. Morgan Securities LLCJul 2024 to now
- JPMorgan Chase Bank, N.A.Jul 2024 to now
- Ag1Jul 2025 to Aug 2025
- Massmutual/barnum Financial GroupNov 2023 to Jul 2024
- Massmutual Life Insurance CompanySep 2023 to Jul 2024
- Barnum Financial GroupMay 2023 to Jul 2024
- MML Investors ServicesOct 2022 to Jul 2024
- Young LaMay 2021 to Jun 2023
- Terra Vite North Fork Winery & VineyardMay 2021 to Aug 2022
- Fairfield UniversitySep 2019 to May 2023
- Atlantis Marine World LLCJun 2016 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (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
- 7656569
- Firm CRD
- 79