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Patrick Dicorato

J.p. Morgan Securities LLC

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About Patrick Dicorato

Patrick Dicorato is a financial professional with a focus on providing investment advice. Patrick has been in the financial industry since 2022 and is currently registered with J.P. Morgan Securities LLC, a leading financial services firm. Prior to joining J.P. Morgan Securities LLC, Patrick worked with Northwestern Mutual Investment Services, LLC. Patrick holds the Series 63, Series 6TO, and the SIE licenses. Patrick's areas of specialization include financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Patrick Dicorato 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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Patrick Dicorato’s Registration & Firm History

CA

12/08/2023 - Present

J.p. Morgan Securities LLC (TORRANCE CA)

CA

08/08/2022 - 11/21/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 01/20/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2022

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Patrick Dicorato. Review regulatory record here.
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