Peter AbbateCRD 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
|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|
Total Assets Under Management130,276MILLIONS
Total Number of Accounts602,419ACCOUNTS
Average Account Value$216,255
- A percentage of assets under your management
- 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, WY
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