Jorge Valcarcel
Investment adviser representative at J.P. Morgan Securities LLC
16 yearsExperience
2 statesRegistered in
CFADesignation
$429.7BFirm assets
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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
16 years in the industry.
- J.P. Morgan Securities LLCAug 2023 to now
- JPMorgan Chase Bank, N.A.Aug 2023 to now
- CitigroupMar 2017 to Aug 2023
- Eaton Vance Distributors, Inc.Mar 2016 to Mar 2017
- Parametric Portfolio AssociatesMar 2016 to Mar 2017
- Nova Savia GroupMar 2010 to Mar 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 4378456
- Firm CRD
- 79