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Elizabeth A Atsalis

J.p. Morgan Securities LLC

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About Elizabeth A Atsalis

Elizabeth Atsalis is a financial advisor with J.P. Morgan Securities LLC, working out of the West Harrison, NY office. Elizabeth has been in the financial services industry since July 2019 and has a wide range of experience in the field. Elizabeth is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, Series 79TO, and SIE licenses.

Firm Information

Elizabeth Atsalis is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Elizabeth Atsalis’s Registration & Firm History

NY

08/13/2021 - Present

J.p. Morgan Securities LLC (West Harrison NY)

NY

05/10/2019 - 05/04/2021

BOFA SECURITIES, INC. (NEW YORK NY)

MA

03/25/2019 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

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Licenses & Designations

BC

Issued 05/02/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 02/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth A Atsalis.
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