Samantha Mascia, financial advisor Colts Neck NJ

Samantha Mascia

CRD Number: 6066433
Current Firm: J.p. Morgan Securities LLC

Samantha Mascia (CRD# 6066433) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Colts Neck, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Colts Neck, NJ Apr 2022 - Current 1
Jpmorgan Chase Bank, N.a. Colts Neck, NJ Apr 2022 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Milltown, NJ Aug 2017 - Apr 2022 4
Bank Of America, N.a. Milltown, NJ Aug 2017 - Apr 2022 4
Wells Fargo Advisors LLC Abington, PA Jan 2016 - Aug 2017 1
Wells Fargo Bank, Na Abington, PA Jan 2016 - Aug 2017 1
Wells Fargo Clearing Services, LLC Abington, PA Jan 2016 - Aug 2017 1
Mml Investors Services, LLC Horsham, PA Apr 2015 - Feb 2016 < 1
Massmutual Horsham, PA Nov 2014 - Jan 2016 1
Hornor, Townsend & Kent, Inc. Horsham, PA Jan 2014 - Nov 2014 < 1
Penn Mutual Life Insurance Company Horsham, PA Jan 2014 - Nov 2014 < 1
Penn Mutual Horsham, PA Jan 2014 - Nov 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Samantha Mascia
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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