Phillip Z Klimaitis is an investment adviser representative (IAR) with state registration records since 2024, appearing at 3 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2026-03-24 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-11-15 | 2026-03-04 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2024-07-31 | 2024-10-30 | — |