Victoria BastardoCRD 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 4 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|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|
|Jackson Recreation||Jackson, NJ||Jun 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
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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