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Elizabeth Antosz

J.p. Morgan Securities LLC

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About Elizabeth Antosz

Elizabeth Antosz is an investment professional with over 16 years of experience in the financial services industry. Elizabeth has been with J.P. Morgan Securities LLC since 2012. Elizabeth is a registered representative and investment advisor representative in New Jersey, New York and Texas. Elizabeth holds the Series 7, Series 62, Series 63, Series 65 and SIE licenses. Elizabeth has a strong background in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and institutions. Before joining J.P. Morgan Securities LLC, Elizabeth was employed with Chase Investment Services Corp., Citigroup Global Markets Inc., and PHD Capital.

Firm Information

Elizabeth Antosz 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 Antosz’s Registration & Firm History

NY

05/13/2016 - Present

J.p. Morgan Securities LLC (NEW YORK NY)

NY

12/20/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

06/30/2010 - 12/21/2011

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

02/02/2009 - 02/23/2009

PHD CAPITAL (NEW YORK NY)

NY

07/06/2005 - 10/17/2008

PHD CAPITAL (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/23/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/01/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2009

Series 7 - General Securities Representative Examination

BC

Issued 05/04/2005

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Elizabeth Antosz. Review regulatory record here.
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