Jillian Polanco, financial advisor Bronx NY
90 score

Jillian Polanco

CRD Number: 5956588
Current Firm: J.p. Morgan Securities LLC

Jillian Polanco (CRD# 5956588) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bronx, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Bronx, NY Oct 2012 - Current 4
Jp Morgan Chase Bank Bronx, NY Dec 2010 - Current 6
Concepts Of Independence New York, NY May 2010 - Jul 2014 4
Chase Investment Services Corp Bronx, NY Jul 2011 - Oct 2012 1
Nyc Off Track Betting Corp New York, NY Jun 2001 - Dec 2010 9
Cuny Queens College Flushing, NY Jan 2009 - Jun 2010 1
Queensborough Community College Bayside, NY Sep 2007 - Dec 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Jillian Polanco
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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