Juan M. Garcia
Investment adviser representative at J.P. Morgan Securities LLC
8 yearsExperience
3 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
8 years in the industry.
- J.P. Morgan Securities LLCApr 2020 to now
- JPMorgan Chase Bank, N.A.Apr 2020 to now
- 78 Wakeman Associates, LLC.Jun 2016 to now
- Jmg Investment Group, LLC.Jul 2015 to now
- 335 Summer LLCJul 2021 to Oct 2021
- 45 Springdale Associates, LLC.Jun 2020 to Oct 2020
- Santander Securities, LLCFeb 2014 to Apr 2020
- Santander Bank, NADec 2013 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (DE, NJ, 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
- 6098314
- Firm CRD
- 79