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Anthony Custodio

J.P. Morgan Securities LLC
26 Years of Experience
Palo Alto, CA
1 DisclosureBroker
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Anthony Custodio is a CFA-designated registered investment advisor at J.P. Morgan Securities LLC, based in Palo Alto, CA, with 26 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.

J.P. Morgan Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14163 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.60%
$250K+0.50%

Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2100 El Camino Real, Palo Alto, CA, 94306

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anthony owns rental property in Point Reyes Station, California since 2021, dedicating minimal time. He is also a committee member for TheatreWorks since 2011, volunteering a few hours per quarter, and an executor/successor trustee for a family member's trust/estate since 2023, dedicating minimal time per quarter.

Employment History
Current Registrations
J.P. Morgan Securities LLC
November 2023 - Present · 2 yrs 11 mos
J.P. Morgan Securities LLC
September 2023 - Present · 3 yrs 1 mo
J.P. Morgan Securities LLCBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
J.P. Morgan Private Wealth Advisors LLC
August 2022 - March 2025 · 2 yrs 7 mos
First Republic Securities Company, LLCBroker
August 2022 - September 2023 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2006 - September 2022 · 15 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2006 - September 2022 · 15 yrs 10 mos
Wells Fargo Investments, LLC
July 2002 - August 2005 · 3 yrs 1 mo
Wells Fargo Investments, LLCBroker
July 2002 - August 2005 · 3 yrs 1 mo
Robertson Stephens, INC.Broker
May 2002 - July 2002 · 2 mos
Franklin/templeton Distributors, INC.Broker
May 1995 - June 1998 · 3 yrs 1 mo
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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