Robert Montagano
Professional summary
Robert Montagano is a registered financial professional currently at JPMORGAN DISTRIBUTION SERVICES, INC. located in New York, New York.
Robert is registered as a RR (Registered Representative) and started their career in finance in 2023. Robert has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Montagano's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2025 - Present
JPMORGAN DISTRIBUTION SERVICES, INC.
Office #1: 277 Park Avenue, New York, NY 10172January 9, 2024 - March 27, 2024
OSAIC WEALTH, INC.
July 3, 2023 - March 27, 2024
OSAIC WEALTH, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 7/1/2023
General Securities Representative ExaminationFINRA
Current Firm
JPMORGAN DISTRIBUTION SERVICES, INC.
CRD#: 104234 / SEC#: , 8-52700
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | STOCKHOLDER | |
| BARTA, WENDY KAY | PRESIDENT AND DIRECTOR | 2855534 |
| KLOZA, KEVIN | CHIEF COMPLIANCE OFFICER | 2188958 |
| LEKSTUTIS, CARMINE | CHIEF LEGAL OFFICER | 6990745 |
| LISHER, ANDREA | DIRECTOR | 4493750 |
| MACHULSKI, MICHAEL RICHARD | PRINCIPAL FINANCIAL AND OPERATIONS OFFICER AND DIRECTOR | 4726972 |
| SANZONE, JOSEPH FRANK | DIRECTOR | 6581797 |
Disclosures
| Regulatory Event | 1 |
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