Raul Valencia
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$429.7BFirm assets
Are you Raul Valencia? 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
12 years in the industry.
- J.P. Morgan Securities LLCDec 2021 to now
- JP Morgan Chase Bank, N.A.Dec 2021 to now
- Valencia Family Properties, LLCApr 2018 to now
- BbvaDec 2018 to Aug 2021
- Bbva Securities IncDec 2018 to Aug 2021
- PNC Managed Account Solutions, Inc.Dec 2018 to Aug 2021
- Frost Investment ServicesOct 2017 to Nov 2018
- Frost Brokerage Services IncMay 2014 to Nov 2018
- Frost BankJan 2014 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 4524877
- Firm CRD
- 79