Corinna BongiovanniCRD Number: 4538833
Current Firm: J.p. Morgan Securities LLC
Corinna Bongiovanni (CRD# 4538833) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Racine, WI and has over 15 years of experience in the finance industry.
Jordan Financial Life Planning
Financial Service Group Inc.
Fortress Planning Group
|J.p. Morgan Securities LLC||Milwaukee, WI||Oct 2012 - Current||5|
|M&m Lawn Care Co||Sturtevant, WI||May 2008 - Current||9|
|Thirty-one Gifts||Surtevant, WI||Apr 2016 - Jul 2017||1|
|Chase Investment Services Corp||Milwaukee, WI||Sep 2012 - Oct 2012||< 1|
|Morgan Stanley Smith Barney||Riverwoods, IL||Jun 2009 - Sep 2012||3|
|Morgan Stanley & Company, Incorporated||Riverwoods, IL||Apr 2007 - Sep 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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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