John Montero
Also appears in the source record as: John Nontero
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Inactive
- Exams passed (6)
- SIESeries 7Series 10Series 24Series 66Series 63
- Registered states
- Not yet retrieved from the source record
- Years in the industry (source record)
- 18
- 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 (6)
From the source registration record · current first
-
start not retrieved → present
-
J.P. Morgan Securities LLCJersey City, NJ · IA capacityApr 30, 2019 → Dec 31, 2021
-
Oppenheimer & Co. Inc.New York, NY · IA capacityMar 28, 2017 → Mar 29, 2019
-
Oppenheimer & Co. Inc.New York, NY · BC capacityJul 31, 2015 → Mar 29, 2019
-
Park Avenue Securities LLCNew York, NY · BC capacityMay 8, 2009 → Jul 17, 2015
-
Citigroup Global Markets Inc.New York, NY · BC capacityNov 6, 2007 → Apr 22, 2009
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.