Beau Gutierrez
Investment adviser representative at J.P. Morgan Securities LLC
29 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
29 years in the industry.
- J.P. Morgan Securities LLCAug 2024 to now
- JPMorgan Chase Bank, N.A.Aug 2024 to now
- The Chimney Hospitality LLCMar 2023 to now
- U.S. Bancorp Investments, Inc.Apr 2019 to Aug 2024
- U.S. BankApr 2019 to Aug 2024
- BMO Harris Financial Advisors, Inc.Jan 2017 to Mar 2019
- BMO Harris Bank, N.A.Jan 2016 to Mar 2019
- Homewood-flossmoor Park DistrictSep 1997 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 4790383
- Firm CRD
- 79