Carol Agresti, financial advisor Westfield NJ

Carol Agresti

CRD Number: 1475782
Current Firm: J.p. Morgan Securities LLC

Carol Agresti (CRD# 1475782) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westfield, NJ and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Toms River, NJ Jun 2019 - Current 2
Jp Morgan Chase Bank, N.a. Toms River, NJ Jan 2019 - Current 2
Unemployed Toms River, NJ Aug 2018 - Jan 2019 < 1
Pnc Financial Services Group Toms River, NJ Jan 2014 - Aug 2018 4
Td Waterhouse Red Bank, NJ Oct 2003 - Feb 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Carol J. Agresti
Phone Number: 800-999-2000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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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