Unclaimed
Salvatore Azzolino is a registered representative with J.P. Morgan Securities LLC, with an active scope in both Broker-Dealer and Investment Advisor capacity. Salvatore has worked in the financial services industry since 2008 and has prior experience with Charles Schwab & Co., Inc., Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Salvatore Azzolino is registered in 19 states for securities and in 2 states for investment advisor activities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
08/02/2019 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
08/28/2013 - 08/09/2019
CHARLES SCHWAB & CO., INC. (San Francisco CA)
CA
01/03/2011 - 08/06/2013
WELLS FARGO ADVISORS, LLC (OAKLAND CA)
CA
04/10/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BERKELEY CA)
BOTH
Issued 04/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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
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