Giorgio AthansCRD Number: 6333987
Current Firm: J.p. Morgan Securities LLC
Giorgio Athans (CRD# 6333987) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Raymond James Financial Services Advisors, Inc.
|Jp Morgan Chase Bank, N.a.||Philadelphia, PA||Mar 2021 - Current||2|
|Jp Morgan Securities, LLC||Philadelphia, PA||Mar 2021 - Current||2|
|Aig Retirement Services||Bedminster, NJ||Jul 2014 - Mar 2021||6|
|Valic Financial Advisors, Inc.||Bedminster, NJ||May 2014 - Mar 2021||6|
|Jpmorgan Chase||Newark, DE||Dec 2012 - Jul 2014||1|
|Aerotek Staffing||Cherry Hill, NJ||Jun 2012 - Dec 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management212,929MILLIONS
Total Number of Accounts982,795ACCOUNTS
Average Account Value$216,656
- A percentage of assets under your management
- 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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