Michael Santangelo (CRD# 6198088) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Altos, CA and has over 10 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a | Sunnyvale, CA | Apr 2020 - Current | 4 |
| Jp Morgan Securities LLC | Sunnyvale, CA | Apr 2020 - Current | 4 |
| A New Community Church | Menlo Park, CA | Dec 2018 - May 2021 | 2 |
| Jpmorgan Chase Bank, N.a | Sunnyvale, CA | Aug 2019 - Apr 2020 | < 1 |
| Jp Morgan Securities LLC | Sunnyvale, CA | Aug 2019 - Apr 2020 | < 1 |
| Jpmorgan Chase Bank, N.a. | Sunnyvale, CA | Aug 2018 - Aug 2019 | 1 |
| J.p. Morgan Securities LLC | Sunnyvale, CA | Aug 2018 - Aug 2019 | 1 |
| Unemployed | Sunnyvale, CA | Jun 2018 - Jul 2018 | < 1 |
| Highway Community Church | Mountain View, CA | Jan 2018 - May 2018 | < 1 |
| Menlo Church | Menlo Park, CA | Nov 2017 - Dec 2017 | < 1 |
| Unemployed | Menlo Park, CA | Sep 2017 - Oct 2017 | < 1 |
| E.k. Riley Investments, LLC | Menlo Park, CA | Apr 2017 - Sep 2017 | < 1 |
| Koonce Financial | Menlo Park, CA | Apr 2017 - Sep 2017 | < 1 |
| J.p. Morgan Securities LLC | Redwood City, CA | Oct 2014 - Mar 2017 | 2 |
| Scottrade | Menlo Park, CA | Jul 2014 - Oct 2014 | < 1 |
| Unemployed | San Luis Obispo, CA | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- 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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