Joseph PirozzoloCRD Number: 5368059
Current Firm: J.p. Morgan Securities LLC
Joseph Pirozzolo (CRD# 5368059) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oak Creek, WI and has over 10 years of experience in the finance industry.
Jordan Financial Life Planning
Financial Service Group Inc.
Fortress Planning Group
|Jp Morgan Securities LLC||Oak Creek, WI||Jul 2014 - Current||3|
|Jp Morgan Chase Bank N.a.||Oak Creek, WI||Jan 2008 - Jul 2014||6|
|J.p. Morgan Securities LLC||Oak Creek, WI||Oct 2012 - Dec 2013||1|
|Chase Investment Services Corp||Oak Creek, WI||Apr 2011 - Oct 2012||1|
|Chase Investments Services Corp||Kenosha, WI||Jan 2008 - Sep 2010||2|
|Unemployed||Racine, WI||Nov 2007 - Jan 2008||< 1|
|Morgan Stanley & Company, Incorporated||Wauwatosa, WI||Jun 2007 - Nov 2007||< 1|
|Unemployed||Racine, WI||Apr 2007 - Jun 2007||< 1|
|Naples Beef Inc.||Fort Myers, FL||May 2005 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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