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Martin Albanese

J.p. Morgan Securities LLC

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About Martin Albanese

Martin Albanese is an investment advisor representative with J.P. Morgan Securities LLC. Martin has been in the financial services industry since April 18, 2001. Martin is registered with the state of New York and Texas. Martin is licensed to offer securities and investment advisory services. Martin has been registered with Charles Schwab & Co., Inc., Stifel, Nicolaus & Company, Incorporated, TD Ameritrade, Inc., Lincoln Investment, Fidelity Brokerage Services LLC, Madison Proprietary Trading Group, LLC, Banc of America Specialist, Inc., Labranche & Co. LLC, and R. Adrian & Company, LLC. Martin has passed the Series 63, Series 65, Series 7, Series 21, and Series 25 exams.

Firm Information

Martin Albanese is currently registered with J.p. Morgan Securities LLC. J.P. Morgan Securities LLC is a Limited Liability Company registered with the SEC and in 53 states. The firm was formed on August 12, 1985, and its main office is located in New York, NY. J.P. Morgan Securities LLC manages over $50 billion in assets and offers a wide range of advisory services, including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has a significant number of registered representatives and investment adviser representatives, serving various client types, including high-net-worth individuals, corporations, and pension plans.
J.p. Morgan Securities LLC

1985 Marcus Ave, Floor 1

New Hyde Park, NY 11042

$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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Martin Albanese’s Registration & Firm History

NY

12/22/2023 - Present

J.p. Morgan Securities LLC (New Hyde Park NY)

NY

04/08/2019 - 12/19/2023

CHARLES SCHWAB & CO., INC. (Manhasset NY)

NY

10/24/2016 - 03/12/2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED (GARDEN CITY NY)

NY

09/18/2015 - 10/20/2016

TD AMERITRADE, INC. (FOREST HILLS NY)

NY

09/08/2014 - 08/31/2015

LINCOLN INVESTMENT (EAST ISLIP NY)

NY

05/20/2010 - 09/04/2014

FIDELITY BROKERAGE SERVICES LLC (GARDEN CITY NY)

NY

07/30/2009 - 05/11/2010

MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)

NY

05/12/2005 - 03/30/2009

BANC OF AMERICA SPECIALIST, INC. (NEW YORK NY)

NY

09/27/2001 - 05/02/2005

LABRANCHE & CO. LLC (NEW YORK NY)

NY

10/01/2000 - 09/13/2001

R. ADRIAN & COMPANY, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 8/17/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 3/7/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 2/6/2007

Series 7 - General Securities Representative Examination

BC

Issued 11/16/1999

Series 21 - NYSE Front Line Specialist Clerk

BC

Issued 3/30/1999

Series 25 - NYSE Trading Assistant 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 Martin Albanese.
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