Ermelinta CapozziCRD 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.
Gwn Securities Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- 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
- Pension consulting services
- 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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