Adam Shilkoski, financial advisor Rockaway Park NY

Adam Shilkoski

CRD Number: 6699772
Current Firm: J.p. Morgan Securities LLC

Adam Shilkoski (CRD# 6699772) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rockaway Park, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities, LLC Rockaway Park, NY Mar 2018 - Current 6
Jpmorgan Chase Bank, N.a Rockaway Park, NY Mar 2018 - Current 6
Unemployed Bronx, NY Dec 2017 - Mar 2018 < 1
Foresters Financial Services, Inc. Westbury, NY Sep 2016 - Dec 2017 1
Foresters Financial Services Westbury, NY Sep 2016 - Mar 2017 < 1
New York Athletic Club New Rochelle, NY May 2013 - Sep 2016 3
Adelphi University Garden City, NY Aug 2012 - Aug 2016 4
Live Nation New York, NY Jan 2015 - Apr 2015 < 1
America Reads Garden City, NY Sep 2012 - May 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2016
S66 NASAA Uniform Combined State Law Examination Sep 2021
Contact Info for Adam Shilkoski
Phone Number: 800-999-2000
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
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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