Candelario Valdivia
Investment adviser representative at J.P. Morgan Securities LLC
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- J.P. Morgan Securities LLCMar 2023 to now
- JPMorgan Chase Bank (tx)Mar 2023 to now
- PNC Investments LLCOct 2022 to Feb 2023
- Bbva Securities, Inc.Jan 2021 to Jun 2021
- Bbva Wealth Solutions, IncJan 2021 to Jun 2021
- Bbva Insurance Agency IncDec 2020 to Feb 2023
- Bbva USADec 2020 to Feb 2023
- PNC BankDec 2020 to Feb 2023
- J.P. Morgan Securities LLCOct 2019 to Dec 2020
- JPMorgan Chase Bank N.A.Oct 2019 to Dec 2020
- AllstateJul 2019 to Sep 2019
- Edward JonesApr 2019 to Jul 2019
- JPMorgan Chase Bank N.A.May 2008 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2019
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
- 5534938
- Firm CRD
- 79