John Policastro, financial advisor Colorado Springs CO

John Policastro

CRD Number: 1999358
Current Firm: J.p. Morgan Securities LLC

John Policastro (CRD# 1999358) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Colorado Springs, CO and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Colorado Springs, CO Oct 2017 - Current 6
J.p. Morgan Securities LLC Colorado Springs, CO Oct 2012 - Current 11
Jpmorgan Chase Bank Na Colorado Springs, CO Jun 2011 - Oct 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S66 NASAA Uniform Combined State Law Examination Aug 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John R. Policastro
Phone Number: 800-999-2000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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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