Allan Gramonte (CRD# 6654339) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Astoria, NY and has over 7 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank N.a. | Long Island City, NY | Jan 2018 - Current | 6 |
| Jpmorgan Securities LLC | Long Island City, NY | Jan 2018 - Current | 6 |
| Unemployed | Long Island City, NY | Dec 2017 - Dec 2017 | < 1 |
| National Securities | New York, NY | Feb 2017 - Nov 2017 | < 1 |
| National Securities Corp | New York, NY | May 2016 - Nov 2017 | 1 |
| Dominies | Long Island City, NY | Aug 2016 - Feb 2017 | < 1 |
| National Securities | New York, NY | Sep 2015 - Jan 2017 | 1 |
| Cherry Izakaya | Brooklyn, NY | Jul 2015 - Nov 2015 | < 1 |
| Cherry Restauraunt | New York, NY | Aug 2014 - Jul 2015 | < 1 |
| Unemployed | Long Island City, NY | Jul 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- NY
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.