Victoria Bastardo, financial advisor Philadelphia PA

Victoria Bastardo

CRD Number: 6421819
Current Firm: J.p. Morgan Securities LLC

Victoria Bastardo (CRD# 6421819) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank Na Philadelphia, PA Apr 2021 - Current 2
Jpmorgan Securities LLC Philadelphia, PA Apr 2021 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ May 2015 - Apr 2021 5
Retro Fitness Jackson, NJ Oct 2016 - Dec 2016 < 1
Aerotek Pennington, NJ Nov 2014 - Apr 2015 < 1
Office Team (robert Half) Jackson, NJ Oct 2014 - Nov 2014 < 1
Unemployed Jackson, NJ Jun 2014 - Sep 2014 < 1
High Point University High Point, NC Nov 2010 - May 2014 3
Kersey Valley, Incorporated Archdale, NC Sep 2012 - Apr 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Victoria E. Bastardo
Phone Number: 800-999-2000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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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