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Joseph Tartaglini

J.P. Morgan Securities LLC
21 Years of Experience
Reno, NV
2 DisclosuresBroker
View SEC Summary
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Joseph Tartaglini is a registered investment advisor at J.P. Morgan Securities LLC, based in Reno, NV, with 21 years of industry experience. Joseph 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
14260 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

18300 Wedge Pkwy, Reno, NV, 89511

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History

Regulatory History (2)
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
August 2025
Denied
Customer Dispute
March 2020
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
August 2017 - Present · 9 yrs 2 mos
J.P. Morgan Securities LLC
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2012 - August 2017 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2012 - August 2017 · 5 yrs 5 mos
First Allied Securities, INC.
May 2009 - March 2012 · 2 yrs 10 mos
First Allied Securities, INC.Broker
November 2007 - March 2012 · 4 yrs 4 mos
Financial Network Investment CorporationBroker
January 2006 - November 2007 · 1 yr 10 mos
National Planning CorporationBroker
June 2005 - January 2006 · 7 mos
State Registrations25 states
ARAZCACOFLHIIDILINMAMDMIMOMTNCNVNYORPARITXUTVAWAWY
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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