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Paul Christopher Trobiani

J.p. Morgan Securities LLC

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About Paul Christopher Trobiani

Paul Christopher Trobiani is a financial advisor with J.P. Morgan Securities LLC. Paul has been in the securities industry since April 2009. Paul is registered with FINRA as a Registered Representative and has held a Series 66 license since March 2009. Paul has several other licenses including Series 7, Series 9, Series 10, and Series 24. Paul has a strong track record of success in the financial services industry. Before joining J.P. Morgan Securities LLC, Paul worked for Ameriprise Financial Services, Inc. and New England Securities.

Firm Information

Paul Trobiani 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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Paul Trobiani’s Registration & Firm History

MN

10/04/2024 - Present

J.p. Morgan Securities LLC (Plymouth MN)

MN

05/10/2010 - 06/16/2017

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

03/06/2009 - 05/05/2010

NEW ENGLAND SECURITIES (MINNETONKA MN)

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Licenses & Designations

BOTH

Issued 03/25/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/17/2010

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/02/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/28/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Paul Christopher Trobiani.
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