Maikel Cotrina
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Maikel Cotrina? 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
13 years in the industry.
- J.P. Morgan Securities LLCFeb 2025 to now
- JPMorgan Chase Bank, N.A.Feb 2025 to now
- Citigroup Global Markets Inc.Feb 2022 to Jan 2025
- Citigroup/citibankFeb 2022 to Jan 2025
- Cetera Investment Advisers LLCJan 2018 to Feb 2022
- Cetera Investment Services LLCJan 2018 to Feb 2022
- Investors Bancorp Inc/investors BankJan 2018 to Feb 2022
- Santander Securities LLCNov 2013 to Jan 2018
- Santander Bank NAOct 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6015227
- Firm CRD
- 79