Jean-Michel Morelli

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Atherton York Limited

    FRN 740345

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 4 Jan 2021)
    • [FCA CF] Client dealing (since 4 Jan 2021)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Nov 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Nov 2020)
    • CF30 Customer (17 Sep 2019 to 8 Dec 2019)
  • AAGSJP Ltd (no longer approved here)

    FRN 402015

    • (29)Employed By (6 Feb 2018 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (20 May 2017 to 12 Apr 2019)
  • Thornton & Baines Independent Financial Advisers Limited (no longer approved here)

    FRN 462513

    • CF30 Customer (15 Oct 2015 to 25 Jan 2016)

Recent activity

Updates to this individual's record on the FCA register.

  1. controlled function removed: Employed By at AAGSJP Ltd

  2. controlled function added: (29)Employed By at AAGSJP Ltd