Peter Abbate, financial advisor Orlando FL

Peter Abbate

CRD Number: 6127350
Current Firm: J.p. Morgan Securities LLC

Peter Abbate (CRD# 6127350) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orlando, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank, N.a. Orlando, FL Feb 2018 - Current 1
Jp Morgan Securities, LLC Orlando, FL Feb 2018 - Current 1
Valic Financial Advisors, Inc. Orlando, FL Mar 2016 - Feb 2018 1
Massachusetts Mutual Life Insurance Co Tampa, FL Mar 2015 - Jan 2016 < 1
Mml Investors Services, LLC Tampa, FL Apr 2015 - Dec 2015 < 1
Transamerica Financial Advisors, Inc. Orlando, FL Mar 2013 - Apr 2015 2
Black Belt Group, LLC Estero, FL Aug 2008 - Mar 2013 4
First Command Financial Planning, Inc. Orlando, FL Oct 2012 - Dec 2012 < 1
University Of Central Florida Orlando, FL Jan 1998 - Aug 2009 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2012
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Peter Abbate
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    130,276
    MILLIONS
  • Total Number of Accounts
    602,419
    ACCOUNTS
  • Average Account Value
    $216,255
Compensation Options
  • A percentage of assets under your management
  • Other
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, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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