Francisco Elizondo
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.
- J.P. Morgan Securities LLCMar 2021 to now
- JPMorgan Chase Bank, N.A.Mar 2021 to now
- AmazonJun 2023 to Jul 2023
- UpworkMay 2023 to Jun 2023
- AerotekOct 2020 to Mar 2021
- Victory Capital Services, IncOct 2020 to Mar 2021
- Office DepotJan 2020 to Jan 2020
- AmazonJun 2019 to Sep 2019
- Macy'sMar 2019 to Aug 2019
- T & J Ventures LLCJan 2019 to Feb 2019
- Swbc Investment Services, LLCSep 2018 to Oct 2020
- Citi Personal Wealth ManagementDec 2017 to Aug 2018
- Citigroup Global Markets IncDec 2017 to Aug 2018
- Millennium GroupNov 2017 to Dec 2017
- Frost Brokerage Services, IncJun 2017 to Nov 2017
- Wells Fargo Bank, N.A.Jan 2017 to Jun 2017
- RandstadDec 2016 to Jul 2017
- UpsOct 2016 to Nov 2016
- Scottrade, IncJun 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4793916
- Firm CRD
- 79