Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Colaiacovo is a financial advisor with J.p. Morgan Securities LLC based in Morristown, NJ. Joseph has been in the financial services industry for over 23 years, and has held several roles at various firms before joining J.p. Morgan Securities LLC. Joseph's expertise includes portfolio management for individuals and businesses, as well as financial planning and pension consulting. Joseph holds a Series 63, 65, 7, and 24 licenses. Joseph is licensed in 30 states and has several years of experience in providing financial advice to a wide range of clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
06/21/2023 - Present
J.p. Morgan Securities LLC (MORRISTOWN NJ)
NJ
12/07/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MADISON NJ)
NJ
07/04/2007 - 12/17/2007
PNC INVESTMENTS (MILLBURN NJ)
NJ
02/08/2005 - 03/29/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (JERSEY CITY NJ)
NY
11/08/2002 - 03/04/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
WI
04/03/2001 - 12/10/2002
SII INVESTMENTS, INC. (APPLETON WI)
NY
04/06/1999 - 04/04/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
TX
03/25/1998 - 03/09/1999
LLOYD WADE SECURITIES INC. (DALLAS TX)
IA
Issued 06/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
Not sure Joseph Colaiacovo is the right advisor for you? Invested Better is here to help.
