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Raul Rafael Moreno

Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Title Boxing Club ArdsleyApr 2022 to now
  2. J.P. Morgan Securities LLCOct 2021 to now
  3. JP Morgan Chase Bank, N.A.Oct 2021 to now
  4. Female Fight Club NycMar 2022 to Aug 2025
  5. Ko Kickboxing ThroggsneckNov 2019 to Dec 2021
  6. Cko Kickboxing YonkersJul 2019 to Dec 2021
  7. Pruco Securities LLCMay 2019 to Oct 2021
  8. Prudential Insurance Company of AmericaMay 2019 to Oct 2021
  9. UnemployedApr 2019 to Apr 2019
  10. CitigroupSep 2017 to Mar 2019
  11. JPMorgan Securities LLCMay 2015 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

J.P. Morgan Securities LLC

$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4140096
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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