Thao Raineri, financial advisor Lantana FL
93 score

Thao Raineri

CRD Number: 3137369
Current Firm: J.p. Morgan Securities LLC

Thao Raineri (CRD# 3137369) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lantana, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Notary Public Lake Worth, FL Jun 2013 - Current 3
J.p. Morgan Securities LLC Lantana, FL Oct 2012 - Current 4
Wm Financial Services, Inc. Lake Worth, FL May 2002 - Current 14
Chase Investment Services Corp. Irvine, CA May 2009 - Oct 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Thao T. Raineri
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
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
93
Clean Record
This advisor has a clean track record with regulators.

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