Ermelinta Capozzi, financial advisor Palm Beach Gardens FL

Ermelinta Capozzi

CRD Number: 6159787
Current Firm: J.p. Morgan Securities LLC

Ermelinta Capozzi (CRD# 6159787) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Beach Gardens, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Palm Beach Gardens, FL Aug 2021 - Current < 1
J.p. Morgan Securities LLC Palm Beach Gardens, FL Aug 2021 - Current < 1
Suntrust Advisory Services, Inc. Melbourne, FL Jan 2020 - Aug 2021 1
Suntrust Investment Services Inc. Cocoa Beach, FL Oct 2018 - Aug 2020 1
Suntrust Bank/truist Cocoa Beach, FL Oct 2018 - Aug 2020 1
Sonata At Viera Viera, FL Sep 2018 - Oct 2018 < 1
Pfs Investments Inc. Rockledge, FL Aug 2018 - Oct 2018 < 1
Primerica Financial Services Rockledge, FL Jul 2018 - Sep 2018 < 1
Aflac Field Force - Independent Contractor Viera, FL May 2018 - Sep 2018 < 1
Infiniti Of Melbourne Melbourne, FL Feb 2018 - Jul 2018 < 1
Primerica Financial Services Duluth, GA Nov 2016 - Feb 2018 1
Jp Morgan Securities LLC Indian Harbour Beach, FL Jan 2013 - Nov 2016 3
Jp Morgan Chase Bank Indian Harbour Beach, FL Nov 2011 - Mar 2016 4
Unemployed Satellite Beach, FL Sep 2011 - Nov 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Ermelinta Capozzi
Phone Number: 800-999-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
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
  • Pension consulting services
  • 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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