Joseph Vessio, financial advisor Englishtown NJ
73 score

Joseph Vessio

CRD Number: 1209784
Current Firm: J.p. Morgan Securities LLC

Joseph Vessio (CRD# 1209784) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Englishtown, NJ and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Chase Bank Na Englishtown, NJ May 2015 - Current 2
J.p. Morgan Securities LLC Englishtown, NJ May 2015 - Current 2
Wells Fargo Bank, Na Princeton, NJ Aug 2014 - May 2015 < 1
Wells Fargo Advisors, LLC Princeton, NJ Aug 2014 - May 2015 < 1
J.p. Morgan Securities LLC Freehold, NJ Oct 2012 - Aug 2014 1
Jpmorgan Chase Bank Na Freehold, NJ Jul 2010 - Aug 2014 4
Chase Investment Services Corp Freehold, NJ Jul 2010 - Oct 2012 2
Pnc Investments Howell, NJ Jul 2009 - May 2010 < 1
Pnc Bank Howell, NJ Jun 2009 - May 2010 < 1
Jp Morgan Chase Bank Na Deal, NJ Jun 2008 - Jul 2009 1
Chase Investment Services Corp Deal, NJ Jun 2008 - Jul 2009 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ May 2006 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S66 NASAA Uniform Combined State Law Examination Jul 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Joseph Vessio
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
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
73

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.