Michael Omelio, financial advisor Mount Freedom NJ
93 score

Michael Omelio

CRD Number: 4547854
Current Firm: J.p. Morgan Securities LLC

Michael Omelio (CRD# 4547854) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mount Freedom, NJ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC New York, NY Oct 2012 - Current 4
Jpmorgan Chase Bank Na New York, NY Nov 2009 - Current 7
Chase Investment Services Corp New York, NY Nov 2009 - Oct 2012 2
Ing Financial Partners Bridgewater, NJ Feb 2008 - Nov 2009 1
Wachovia Bank, N.a. Somerville, NJ Aug 2007 - Feb 2008 < 1
Wachovia Securities, LLC Somerville, NJ Aug 2007 - Feb 2008 < 1
Wachovia Securities, LLC Summit, NJ Apr 2007 - Aug 2007 < 1
Wachovia Bank, N.a. Summit, NJ Sep 2006 - Aug 2007 < 1
Jpmorganchase New York, NY May 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination May 2003
Contact Info for Michael J. Omelio
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
93
Clean Record
This advisor has a clean track record with regulators.

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