Michael John Omelio

CRD 4547854 · J.P. Morgan Securities LLC · Summit, NJ

IA RegisteredBroker

Also appears in the source record as: Michael J Omelio; Michael Omelio; Mike J Omelio; Mike Omelio

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 65Series 63
Registered states (8): California · Connecticut · Florida · New Jersey · New York · North Carolina · Texas · Wyoming
Years in the industry (source record): 23
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 (14)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Summit, NJ · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Summit, NJ · BC capacity

start not retrieved → present
Invest Financial Corporation
Millburn, NJ · IA capacity

Aug 23, 2016 → Nov 13, 2017
Invest Financial Corporation
Millburn, NJ · BC capacity

Aug 19, 2016 → Nov 13, 2017
Chase Investment Services Corp.
New York, NY · IA capacity

Dec 16, 2009 → Oct 1, 2012
Chase Investment Services Corp.
New York, NY · BC capacity

Dec 16, 2009 → Oct 1, 2012
Ing Financial Partners, Inc
Bridgewater, NJ · IA capacity

Mar 3, 2008 → Nov 17, 2009
Ing Financial Partners, Inc.
Bridgewater, NJ · BC capacity

Feb 22, 2008 → Nov 17, 2009
Wachovia Securities, LLC
Somerville, NJ · IA capacity

May 8, 2007 → Feb 12, 2008
Wachovia Securities, LLC
Somerville, NJ · BC capacity

May 8, 2007 → Feb 12, 2008
Prudential Financial Planning Services
Lebanon, NJ · IA capacity

Nov 12, 2004 → May 16, 2005
Pruco Securities, LLC.
Newark, NJ · BC capacity

Nov 12, 2004 → May 16, 2005
Axa Advisors, LLC
New York, NY · IA capacity

Sep 9, 2004 → Oct 21, 2004
Axa Advisors, LLC
New York, NY · BC capacity

Sep 9, 2004 → Oct 21, 2004

Source & corrections

Where this page comes from

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