Marites
Avila

J.P. Morgan Securities LLC

CRD#6109374
Investment Advisor
in Sacramento, CA
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About this Advisor

Marites Avila is a certified financial planner working out of Sacramento, California, who has 10 years of professional experience. Avila currently works for J.P. Morgan Securities LLC. Over the course of their career, they have held roles at Chase Investment Services Corp, Jpmorgan Chase Bank, J.P. Morgan Securities LLC and Jpmorgan Chase Bank, N.A. Avila holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can work in California. J.P. Morgan Securities LLC is a registered investment firm based out of Sacramento, California. The firm has offices in 5,365 locations and a total of 5,713 advisors. It manages $113 billion in total assets among its 505,984 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 190 charities and foundations. Of its 505,984 accounts, 16% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. J.P. Morgan Securities LLC offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically depend on the type of financial services provided. However, fees billed by J.P. Morgan Securities LLC most likely include some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

2950 Stockton Blvd
Sacramento, CA 95817

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

CA Average: $7,464,549,021
Total Number of Employees

7,383

CA Average: 88
Total Number of Accounts

602,419

CA Average: 3,892
Average Account Size

$216,255

CA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Marites Avila Work History

Marites has 10 years of experience.

2018 - Present (1 year)

Jpmorgan Chase Bank, N.A

2012 - Present (7 years)

J.P. Morgan Securities LLC

2011 - Present (8 years)

Jpmorgan Chase Bank

2012 - 2012 (< 1 year)

Chase Investment Services Corp

2008 - 2011 (3 years)

Jpmorgan Chase Bank

Disclosures

Marites Avila has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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