Frank Carbone (CRD# 5956879) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in East Hanover, NJ and has over 12 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodland Trading Inc. | New York, NY | Oct 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | Bronx, NY | Oct 2012 - Current | 11 |
| Jp Morgan Chase Bank Na | Bronx, NY | Sep 2010 - Current | 13 |
| Ideal Entertainment, LLC | Southampton, NJ | May 2017 - Jul 2020 | 3 |
| Chegg Tutors | Wayne, NJ | Aug 2018 - Jun 2020 | 1 |
| Classic Casino Productions Inc. | Wantagh, NY | Dec 2015 - Mar 2016 | < 1 |
| Self | New Rochelle, NY | Dec 2014 - Mar 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- NJ
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
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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