William Monaccio

William Monaccio is a financial advisor at J.P. Morgan Securities LLC in Queen Creek, AZ. Reported securities licenses include Series 66. The latest record indicates 12 years of industry experience and 19 years of reported work history. Reported roles include Jp Morgan Chase Bank, N.A., W and A Properties, LLC, Lpl Financial, LLC, Dynamic Wealth Strategies, LLC, among others.

SEC disclosures list additional business and community activities: Entity Name: W And A Properties: The company currently has no assets, no employees, no payroll, no income and no bank accounts; The company does not conduct any business that is in any way similar to services that jp morgan chase, na does.

J.P. Morgan Securities LLC's firm-level Form ADV reports 14,334 advisors across 5,886 offices; approximately 87.0 clients per advisor, average assets per client of $344,680, and regulatory AUM of $429.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.