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Gina Franco-calderon

Investment adviser representative at J.P. Morgan Securities LLC
17 yearsExperience
4 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

17 years in the industry.

  1. J.P. Morgan Securities LLCApr 2026 to now
  2. JPMorgan Chase Bank, N.A.Apr 2026 to now
  3. UnemployedFeb 2026 to Mar 2026
  4. Crest View Wealth GroupMay 2023 to Jan 2026
  5. Ladybug Peak LLCMay 2023 to Jan 2026
  6. Raymond James Financial Services, Inc.May 2023 to Jan 2026
  7. Raymond JamesSep 2022 to May 2023
  8. UnemployedAug 2022 to Aug 2022
  9. Nevada Family WealthMar 2019 to Jul 2022
  10. Triple J Vegas IncMar 2019 to Jul 2022
  11. Edward JonesOct 2009 to Mar 2019

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 4 states (FL, NJ, NY, 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
5724847
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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