Vincent Rago (CRD# 7616391) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Scarsdale, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Scarsdale, NY | Nov 2023 - Current | < 1 |
Jpmorgan Chase Bank, N.a. | Scarsdale, NY | Nov 2023 - Current | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Katonah, NY | Aug 2022 - Nov 2023 | 1 |
Bank Of America N.a. | Katonah, NY | Aug 2022 - Nov 2023 | 1 |
American Income Life | Tempe, AZ | Apr 2020 - Jul 2022 | 2 |
Unemployed | Tempe, AZ | Sep 2019 - Mar 2020 | < 1 |
Jma Landscaping | Eastchester, NY | Jun 2019 - Aug 2019 | < 1 |
Gigante Restaurant | Eastchester, NY | May 2019 - Aug 2019 | < 1 |
Roger Williams University | Bristol, RI | Dec 2018 - May 2019 | < 1 |
Unemployed | New Milford, CT | Feb 2018 - Nov 2018 | < 1 |
Exxonmobil | New Milford, CT | Jan 2016 - Jan 2018 | 2 |
Unemployed | New Milford, CT | Nov 2013 - Dec 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- NY
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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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