Jacob Munoz
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- Moondog's Fishing Kayak RentalsApr 2023 to now
- J.P. Morgan Securities LLCJun 2022 to now
- JPMorgan Chase Bank, N.A.Jun 2022 to now
- Restoration Travel LLC dba Cruise PlannersOct 2016 to now
- Bank of America N.A.Jul 2017 to Jun 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 to Jun 2022
- D7 Roofing and Metal LLCMar 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
- Series 66 · Uniform Combined State Law2018
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
- 6208355
- Firm CRD
- 79