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Sylvia Dimitrova

J.p. Morgan Securities LLC

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About Sylvia Dimitrova

Sylvia Dimitrova is a financial professional with over 15 years of experience in the industry. Sylvia is currently registered with J.P. Morgan Securities LLC and has been in her current role since August 2018. Prior to joining J.P. Morgan Securities LLC, Sylvia worked at Morgan Stanley, Morgan Stanley & Co. Incorporated and Citigroup Global Markets Inc. Sylvia is also licensed to conduct business in Illinois and New York. Sylvia specializes in retirement planning, investment management, education planning and financial planning.

Firm Information

Sylvia Dimitrova 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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Sylvia Dimitrova’s Registration & Firm History

IL

08/07/2018 - Present

J.p. Morgan Securities LLC (Chicago IL)

IL

06/01/2009 - 06/07/2017

MORGAN STANLEY (GLENVIEW IL)

IL

11/14/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)

IL

05/04/2005 - 12/03/2008

CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)

MN

10/29/2004 - 04/06/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/29/2004 - 04/06/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/20/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 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

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 Sylvia Dimitrova.
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