Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Carillo is a registered investment advisor with J.p. Morgan Investment Management Inc. based in New York, NY. James has been a registered investment advisor for over 30 years. The advisor has experience across various investment products and services including equity, fixed income, mutual funds, and options. James has also held positions at J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, and CHEMICAL INVESTMENT SERVICES CORP.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
01/20/2021 - Present
J.p. Morgan Investment Management Inc. (New York NY)
NY
10/01/2008 - 07/31/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
12/06/2005 - 07/07/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
12/09/2005 - 07/01/2006
BANC ONE SECURITIES CORPORATION (NEW YORK NY)
IL
09/18/1996 - 12/02/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
10/04/2001 - 01/06/2003
J.P. MORGAN SECURITIES OF TEXAS, INC. (HOUSTON TX)
NA
09/19/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
09/28/1989 - 09/19/1994
CHEMICAL SECURITIES, INC. (NEW YORK NY)
BC
Issued 12/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/06/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/13/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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