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Elvis Jordany Rivera

Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 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

10 years in the industry.

  1. J.P. Morgan Securities LLCSep 2026 to now
  2. JPMorgan Chase Bank, N.A.Sep 2026 to now
  3. UnemployedAug 2025 to Aug 2026
  4. Fidelity InvestmentsJun 2024 to Jul 2025
  5. UnemployedJan 2024 to May 2024
  6. Kipp MinnesotaJul 2023 to Dec 2023
  7. Morgan StanleyJun 2019 to Jul 2023
  8. Bank of America/merrill LynchApr 2018 to May 2019
  9. Metropolitan Council/metro TransitDec 2017 to Apr 2018
  10. UnemployedNov 2017 to Nov 2017
  11. Ball CorpOct 2017 to Oct 2017
  12. Millennium HealthJul 2016 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 2 states (MN, 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
6942440
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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