Anthony Custodio

CRD 2546224 · J.P. Morgan Securities LLC · Palo Alto, CA

IA RegisteredBroker

Also appears in the source record as: Anthony Todd Custodio; Tony Custodio

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (52): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2546224 contains one or more disclosure events as of Aug 20, 2026.

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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 (13)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Palo Alto, CA · BC capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Palo Alto, CA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Palo Alto, CA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Palo Alto, CA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Palo Alto, CA · IA capacity

start not retrieved → present
J.P. Morgan Private Wealth Advisors LLC
Palo Alto, CA · IA capacity

Aug 2, 2022 → Mar 18, 2025
First Republic Securities Company, LLC
Palo Alto, CA · BC capacity

Aug 2, 2022 → Sep 29, 2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Palo Alto, CA · IA capacity

Nov 10, 2006 → Sep 1, 2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Palo Alto, CA · BC capacity

Nov 10, 2006 → Sep 1, 2022
Wells Fargo Investments, LLC
Palo Alto, CA · IA capacity

Jul 25, 2002 → Aug 2, 2005
Wells Fargo Investments, LLC
San Francisco, CA · BC capacity

Jul 25, 2002 → Aug 2, 2005
Robertson Stephens, Inc.
San Francisco, CA · BC capacity

May 9, 2002 → Jul 26, 2002
Franklin/Templeton Distributors, Inc.
San Mateo, CA · BC capacity

May 25, 1995 → Jun 18, 1998

Source & corrections

Where this page comes from

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