Anna Soave

CRD 1076221 · J.P. Morgan Securities LLC · Riverside, CT

IA RegisteredBroker

Also appears in the source record as: Anna Lattanzio

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (3): Connecticut · New Jersey · New York
Years in the industry (source record): 27
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (17)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Riverside, CT · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Riverside, CT · BC capacity

start not retrieved → present
Lpl Financial LLC
Riverside, CT · IA capacity

Aug 17, 2022 → Mar 11, 2024
Lpl Financial LLC
Riverside, CT · BC capacity

Aug 17, 2022 → Mar 11, 2024
People's United Advisors, Inc.
Old Greenwich, CT · IA capacity

Jul 3, 2020 → Aug 17, 2022
People's Securities, Inc.
Riverside, CT · BC capacity

Sep 28, 2011 → Aug 17, 2022
People's Securities, Inc.
Riverside, CT · IA capacity

Sep 28, 2011 → Mar 31, 2020
Uvest Financial Services Group, Inc.
Stamford, CT · IA capacity

Feb 13, 2007 → Aug 2, 2011
Uvest Financial Services Group, Inc.
Stamford, CT · BC capacity

Feb 13, 2007 → Aug 2, 2011
Webster Investment Services, Inc
New Canaan, CT · IA capacity

Sep 19, 2006 → Feb 13, 2007
Webster Investment Services, Inc.
New Canaan, CT · BC capacity

Sep 19, 2006 → Feb 13, 2007
Invest Financial Corporation
Stamford, CT · IA capacity

Jan 15, 2003 → May 15, 2006
Invest Financial Corporation
Appleton, WI · BC capacity

Nov 19, 2002 → May 15, 2006
Morgan Stanley Dw Inc.
Purchase, NY · BC capacity

Nov 9, 2000 → Jun 28, 2002
Douglas Bremen & Co., Inc.
BC capacity

Apr 8, 1987 → Feb 23, 1988
Alex. Brown & Sons, Inc.
BC capacity

Oct 27, 1983 → Jun 27, 1985
Rooney, Pace Inc.
BC capacity

May 24, 1983 → Aug 3, 1983

Source & corrections

Where this page comes from

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