Jose De jesus Lopez-medel
Investment adviser representative at J.P. Morgan Securities LLC
13 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
13 years in the industry.
- J.P. Morgan Securities LLCJul 2023 to now
- JPMorgan Chase Bank, N.A.Jul 2023 to now
- Boise Timbers ThornsJan 2023 to now
- UnemployedMay 2023 to Jun 2023
- Northwestern Mutual Life Insurance CompanyFeb 2021 to Apr 2023
- Northwestern Mutual Investment Services, LLCJan 2021 to Mar 2023
- Wells Fargo Clearing Services, LLCMay 2016 to Jan 2021
- Wells FargoMay 2013 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 6650844
- Firm CRD
- 79