J.P. Morgan Securities LLC
About this Advisor
Robert Valdez is an investment advisor whose office is in Seattle, Washington. Currently an advisor with J.P. Morgan Securities LLC, Valdez has 13 years of work experience. Valdez holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Valdez is able to serve customers based out of Washington. The advisor has gained experience at Ing Financial Partners, Inc, Att, Merrill Lynch, Pierce, Fenner And Smith Inc and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC is headquartered in Seattle, Washington, and has 5,080 additional locations in the United States. Overall, J.P. Morgan Securities LLC manages $163 billion in assets across 660,063 client accounts and retains more than 6,521 people. The firm's total assets under management makes it one of the biggest firms in the country. The firm manages 526,634 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 21% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. J.P. Morgan Securities LLC can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Valdez Work History
Robert has 13 years of experience.
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner And Smith Inc
Ing Financial Partners, Inc
Robert Valdez has no disclosures.
Please visit their SEC profile for more details.
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