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Kyle Catanzano

J.p. Morgan Securities LLC

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About Kyle Catanzano

Kyle Catanzano is a registered representative with J.P. Morgan Securities LLC and has been in the industry since 2022. Kyle has been registered in 53 states and is active in both broker-dealer and investment advisory capacities. Kyle has experience with HSBC Securities (USA) Inc. and Equitable Advisors, LLC. Kyle has also been employed by JPMorgan Chase Bank, N.A. and HSBC Bank USA, N.A. Prior to that, Kyle has held positions with Northwestern Mutual, Lululemon and The Rockville Links. Kyle is also a graduate of the University of Scranton. Kyle is licensed with Series 66, 7TO and SIE exams.

Firm Information

Kyle Catanzano 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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Kyle Catanzano’s Registration & Firm History

NY

03/05/2024 - Present

J.p. Morgan Securities LLC (WHITE PLAINS NY)

NY

02/02/2023 - 02/09/2024

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NY

06/02/2022 - 01/25/2023

EQUITABLE ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/30/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Kyle Catanzano.
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