Carrie Snyder Vilaplana
Investment adviser representative at J.P. Morgan Securities LLC
20 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Carrie Snyder Vilaplana? Claim your profile
Contact this firm
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
20 years in the industry.
- J.P. Morgan Securities LLCJul 2021 to now
- JPMorgan Chase Bank NAJun 2021 to now
- JPMorgan Securities LLCJun 2021 to now
- Unionbanc Investment ServicesNov 2018 to Jun 2021
- Mufg Union BankOct 2018 to Jun 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2018
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
- Wells Fargo BankJan 2006 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4425461
- Firm CRD
- 79