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Pilar Macdonald Oppedisano

J.p. Morgan Securities LLC

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About Pilar Macdonald Oppedisano

Pilar Macdonald Oppedisano is a financial advisor associated with J.P. Morgan Securities LLC. Pilar has been in the financial services industry for over 15 years, and has a wealth of experience working with individual investors, corporations, and charitable organizations. Pilar is registered to offer securities and investment advisory services in numerous states. Pilar holds several licenses and certifications including Series 7, Series 9, Series 10, Series 63, and Series 65. Pilar's focus is on helping clients reach their financial goals through comprehensive financial planning and investment management services. In addition to her role at J.P. Morgan Securities LLC, Pilar has previously worked at JPMorgan Chase Bank NA and General Mills.

Firm Information

Pilar Oppedisano is currently registered with J.p. Morgan Securities LLC. J.P. MORGAN SECURITIES LLC is a Limited Liability Company formed in 1985. Based in New York, NY, the firm manages over $50 billion in assets for clients including individuals, businesses, pension plans, insurance companies, charitable organizations, and labor unions. They offer financial planning, pension consulting, and portfolio management services, with a particular focus on individual and business portfolio management. Their regulatory assets under management total over $249 billion across discretionary and non-discretionary accounts. The firm is registered with the SEC and in 53 states.
J.p. Morgan Securities LLC

225 S 6th St

Minneapolis, MN 55402

$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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Pilar Oppedisano’s Registration & Firm History

MN

07/14/2023 - Present

J.p. Morgan Securities LLC (Minneapolis MN)

TX

10/01/2008 - 06/30/2011

J.P. MORGAN SECURITIES LLC (DALLAS TX)

NY

08/27/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 7/14/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/7/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/18/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 8/24/2019

Series 7TO - General Securities Representative Examination

BC

Issued 7/26/2019

SIE - Securities Industry Essentials Examination

BC

Issued 8/25/2008

Series 7 - General Securities Representative 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 Pilar Macdonald Oppedisano.
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