Adam Parente, financial advisor Minoa NY
93 score

Adam Parente

CRD Number: 5502122
Current Firm: J.p. Morgan Securities LLC

Adam Parente (CRD# 5502122) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Minoa, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Syracuse, NY Oct 2012 - Current 4
Chase Investment Services Corp. Syrac Use, NY Apr 2012 - Oct 2012 < 1
Morgan Stanley Smith Barney Syracuse, NY Aug 2010 - Mar 2012 1
First Investors Corp Syracuse, NY Feb 2009 - Jul 2010 1
Cooper Crouse Hinds Syracuse, NY Sep 2008 - May 2009 < 1
Syracuse University Syracuse, NY Sep 2007 - Sep 2008 1
Wachovia Securities Syracuse, NY Feb 2008 - May 2008 < 1
Nostra Syracuse, NY Apr 2001 - Sep 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Adam J. Parente
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
93
Clean Record
This advisor has a clean track record with regulators.

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