Joseph Romeo, financial advisor Mineola NY
89 score

Joseph Romeo

CRD Number: 6225039
Current Firm: J.p. Morgan Securities LLC

Joseph Romeo (CRD# 6225039) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mineola, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Mineola, NY Sep 2014 - Current 2
Rnr Securities East Meadow, NY Jul 2014 - Aug 2014 < 1
Gino's Pizzeria Massapequa Park, NY Jan 2014 - May 2014 < 1
R& R Financial Planners East Meadow, NY Sep 2012 - Jan 2014 1
Town Of Oyster Bay Oyster Bay, NY Jun 2009 - Sep 2012 3
Gino's Pizzeria Massapequa Park, NY Sep 2010 - Jun 2012 1
Public Elem. & Hs Lindenhurst, NY Jun 1996 - Jun 2009 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Joseph E. Romeo
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
89
Clean Record
This advisor has a clean track record with regulators.

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