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

The Mastrocola & Bardaro Group at J.P. Morgan Securities provides their clients comprehensive financial services through the personalized approach of a family office.  With access to all of J.P. Morgan’s vast resources—including investing, planning, banking, and lending—the team offers both the custom service of a boutique organization and the global resources of one of the most respected financial firms in the world.

Our Services

Ken Mastrocola and Anthony Bardaro lead The Mastrocola & Bardaro Group, a team that draws upon its extensive experience to serve individuals, families, their businesses & institutions.  The Group supports its clients beyond their everyday wealth management needs.  The following are all of the services provided by the group:

Investment:

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

Planning:

  • Wealth Preservation & Transfer
  • 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 services

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.

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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