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Anthony Centineo

J.P. Morgan Securities LLC
9 Years of Experience
Sherman Oaks, CA
1 DisclosureBroker
View SEC Summary
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Anthony Centineo is a registered investment advisor at J.P. Morgan Securities LLC, based in Sherman Oaks, CA, with 9 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
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

13949 Ventura Blvd., Sherman Oaks, CA, 91423

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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
December 2019
Withdrawn
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
J.P. Morgan Securities LLC
September 2023 - Present · 3 yrs 1 mo
J.P. Morgan Securities LLCBroker
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
MML Investors Services, LLCBroker
September 2019 - December 2019 · 3 mos
Nylife Securities LLCBroker
April 2018 - July 2019 · 1 yr 3 mos
AXA Advisors, LLCBroker
May 2015 - April 2018 · 2 yrs 11 mos
State Registrations13 states
CACTFLGAMANCNJNVNYPATNTXWA
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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