Timothy B. Mazzanti

CRD 5085531 · J.P. Morgan Securities LLC · San Antonio, TX

IA RegisteredBroker

Also appears in the source record as: Timothy Brian Mazzanti; Timothy Mazzanti; Tim Brian Stivers; Timothy Brian Stivers

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): Series 52TOSIESeries 7Series 6Series 53Series 24Series 65Series 63
Registered states (13): Arizona · California · Colorado · Florida · Georgia · Hawaii · Kansas · Kentucky · Nebraska · New Jersey · New Mexico · Tennessee · Texas
Years in the industry (source record): 19
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 (9)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
San Antonio, TX · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
San Antonio, TX · BC capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
San Antonio, TX · IA capacity

Feb 28, 2017 → Nov 29, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
San Antonio, TX · BC capacity

Feb 28, 2017 → Nov 29, 2019
Usaa Financial Planning Services
San Antonio, TX · IA capacity

Apr 12, 2013 → Mar 17, 2017
Usaa Financial Advisors, Inc.
San Antonio, TX · BC capacity

Oct 5, 2007 → Mar 17, 2017
Usaa Investment Management Company
San Antonio, TX · IA capacity

Aug 13, 2008 → Apr 16, 2013
Usaa Investment Management Company
San Antonio, TX · BC capacity

Oct 5, 2007 → Dec 31, 2007
Alliancebernstein Investments, Inc.
San Antonio, TX · BC capacity

Feb 19, 2007 → Oct 3, 2007

Source & corrections

Where this page comes from

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