Michael Gandolfini (CRD# 7199177) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Avon, CT and has over 4 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Avon, CT | Dec 2022 - Current | 1 |
| Jpmorgan Chase Bank, N.a. | Avon, CT | Dec 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hartford, CT | Nov 2019 - Dec 2022 | 3 |
| Bank Of America, N.a | Hartford, CT | Nov 2019 - Dec 2022 | 3 |
| Unemployed | West Hartford, CT | Mar 2019 - Oct 2019 | < 1 |
| Total Mechanical Systems | Plainville, CT | Jul 2018 - Feb 2019 | < 1 |
| Care Free Home Pros | Avon, CT | Mar 2018 - Jul 2018 | < 1 |
| Reborn Cabinets | Anahiem, CA | Feb 2016 - Mar 2018 | 2 |
| Unemployed | Hollywood, CA | Mar 2015 - Feb 2016 | < 1 |
| Gandolfini Construction&renovation | North Hollywood, CA | Dec 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- CT
- TX
-
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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