Jonathan Ray Guillen
Investment adviser representative at J.P. Morgan Securities LLC
14 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
14 years in the industry.
- J.P. Morgan Securities LLCMay 2026 to now
- Audie Murphy OasisJul 2025 to now
- US Navy ReserveAug 2017 to now
- Charles SchwabNov 2021 to May 2026
- Confidence Wealth ManagementJun 2021 to Nov 2021
- Stifel NicholausDec 2020 to Apr 2021
- Wells FargoDec 2017 to Dec 2020
- Edward JonesMar 2017 to Dec 2017
- Singer LewakFeb 2017 to Mar 2017
- 24 Hour FitnessJan 2017 to Oct 2017
- US NavyMar 2012 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6730351
- Firm CRD
- 79