Staten Island, NY Amboy Rd Office

Team
Updated today

Client AUM

$392,937,438,222

Clients

1,234,172

Advisors

2

Of 14,226 advisors across 3,607 offices

Location

4385 Amboy Rd

Staten Island NY 10312

Advisors at this office

2

Advisors at this office

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Joseph N

Series 63, Series 65

Staten Island, NY

J.P. Morgan Securities

Joseph Napoleone is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Wealth management Executive Founder/Business Owner
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Nicholas T

Series 66

Staten Island, NY

J.P. Morgan Securities

Nicholas Thierry is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. He previously worked at Merrill Lynch for five years and has experience in various roles outside finance, including positions in the hospitality and marketing sectors. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Wealth management Executive Founder/Business Owner
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