The Mastrocola & Bardaro Group
at J.P. Morgan Securities

Mastrocola & Bardaro Group

J.P. Morgan Securities
One Federal Street, 29th Floor
Boston, MA 02110
Phone: 617.654.2437
Toll-free: 855.853.1389
Fax: 617.206.9434

Welcome

We provide comprehensive wealth management through the personalized approach similar to a family office  — incorporating investment, planning, banking, and lending to serve the financial needs of high-net-worth individuals, families, their businesses, and institutions across the globe. Our business is designed to help manage wealth so our clients can spend more time enjoying their wealth.

While the landscape continually changes around us, J.P. Morgan has been a constant presence in the financial services industry through the economic and market cycles since the firm’s founding. In such a way, our clients depend on us to remain a steady partner, by their sides for generations as trusted stewards of their legacies. This is our own legacy, and it depends on the sustainability of each client’s success – something our Group can affect for the better because of our unique capabilities.

Our Group is a synthesis of experience and resources that allow us to provide the custom services of a boutique along with rich capabilities and opportunities only a global firm can access. This is a distinctive combination and such holism delivers powerful synergies. It also requires continuity, which is why our partners, Ken Mastrocola and Anthony Bardaro, manage every client relationship themselves, helping us discover, plan, implement, and review solutions for our clients’ needs or wants.

The result is the J.P. Morgan standard: “doing only first class business… in a first class way.”¹

Our Services

From across the disciplines of investment, planning, banking, and lending, the following are some of the services we provide our private clients:

Investment Management

  • Portfolio Management, Advisory, Consulting & Brokerage accounts
  • Portfolio optimization, construction, analysis & research
  • Equities, Fixed Income, Mutual Funds, ETFs & SMAs
  • Foreign Exchange, Options & Derivatives
  • Structured Products
  • Alternative Investments (Hedge Funds, Private Equity, Real Estate & Hard Assets)

Planning

  • Wealth Preservation & Transfer (Trusts, Estate & Philanthropy)
  • Retirement & Education
  • Cash Flow & Tax Planning
  • Executive Services (Stock Options, Restricted Stock, 10b5-1 Plans & Rule 144 Transactions)
  • Hedging & Monetization (concentrated equity positions)
  • Corporate Retirement service (401k, Pension, etc.)

Banking

  • Cash & Liquidity Management
  • Checking & Savings
  • Credit & Debit Cards
  • Bill Pay

Lending

  • Margin & Non-purpose Loans
  • Revolving & Term Facilities
  • Letters of Credit
  • Mortgages & Home Equity Lines of Credit (HELOC)
  • Complex loans (Multiple collateral, Artwork & Aircraft)
About Us
About J.P. Morgan Securities

J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.

¹https://www.jpmorgan.com/pages/jpmorgan/about/culture_new/fcb

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. (“JPMS”), member FINRA, NYSE and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (“JPMS”). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

Investment products: Not FDIC insured · No bank guarantee · May lose value
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