J.P. Morgan Securities LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Joe Chairez is a certified financial planner who is based in Dallas, Texas. Currently a registered financial advisor at J.P. Morgan Securities LLC, they have accrued 11 years of experience in the financial advisory industry. Chairez holds Series 63, Series 65 and Series 66 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Chairez can serve investors based out of Texas. Chairez has gained experience at J.P. Morgan Securities Inc, Chase Investment Services Corp, J.P. Morgan Securities LLC and Joe A Chairez Jr, LLC. J.P. Morgan Securities LLC is located in Dallas, Texas, and operates out of 5,365 offices across the country. In aggregate, J.P. Morgan Securities LLC manages $113 billion in assets across 505,984 accounts and retains more than 5,713 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 396,797 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 16% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. J.P. Morgan Securities LLC can offer portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
J.P. Morgan Securities LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joe Chairez Work History
Joe has 11 years of experience.
Joe A Chairez Jr, LLC
Chase Investment Services Corp
J.P. Morgan Securities LLC
J.P. Morgan Securities Inc
Joe Chairez has no disclosures.
Please visit their SEC profile for more details.