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Gerard Dimeo

J.p. Morgan Securities LLC

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About Gerard Dimeo

Gerard Dimeo is a financial advisor with J.P. Morgan Securities LLC. Gerard is registered with FINRA and the Securities Investor Protection Corporation. Gerard has over 24 years of experience in the securities industry. Gerard's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Bear, Stearns & Co. Inc., and Lehman Brothers Inc. Gerard's primary office is located in New York, NY. Gerard has a broad range of experience in the securities industry and is well-suited to provide financial advice to individuals, businesses, and institutions.

Firm Information

Gerard Dimeo 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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Gerard Dimeo’s Registration & Firm History

NY

07/23/2013 - Present

J.p. Morgan Securities LLC (New York NY)

NY

07/08/2010 - 07/01/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

06/01/2009 - 04/14/2010

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

NY

03/14/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

12/19/2002 - 02/22/2006

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

06/21/2000 - 12/13/2002

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

08/31/1998 - 07/18/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 12/09/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/08/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/1998

Series 7 - General Securities 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 are no public disclosures for Gerard Dimeo.
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