Vincent Iuppa, financial advisor Windermere FL
93 score

Vincent Iuppa

CRD Number: 5386420
Current Firm: J.p. Morgan Securities LLC

Vincent Iuppa (CRD# 5386420) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Windermere, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Orlando, FL Oct 2012 - Current 4
Jp Morgan Chase Bank Orlando, FL Apr 2010 - Current 6
Chase Investment Services Corp Orlando, FL Apr 2010 - Oct 2012 2
Wachovia Securities Clearwater, FL May 2008 - Mar 2010 1
Roland George Investment Program - Stetson University Deland, FL Aug 2007 - May 2008 < 1
Stetson University Deland, FL Aug 2004 - May 2008 3
Full-time Education Clearwater, FL May 1998 - May 2008 10
Kcm Asset Management Deland, FL Sep 2007 - Dec 2007 < 1
Wachovia Securities Clearwater, FL May 2007 - Aug 2007 < 1
Belleair Country Club Belleair, FL Feb 2002 - Jan 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Vincent C. Iuppa
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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