Joe
Chairez

J.P. Morgan Securities LLC

CRD#1223712
Investment Advisor
in Dallas, TX
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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

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

11 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

9409 Garland Road
Dallas, TX 75218

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

TX Average: 88
Total Number of Accounts

602,419

TX Average: 3,892
Average Account Size

$216,255

TX 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

Joe Chairez Work History

Joe has 11 years of experience.

2015 - Present (4 years)

Joe A Chairez Jr, LLC

2012 - Present (7 years)

J.P. Morgan Securities LLC

2012 - 2012 (< 1 year)

Chase Investment Services Corp

2007 - 2012 (5 years)

J.P. Morgan Securities Inc

Disclosures

Joe Chairez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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