Heitor Caballero
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
4 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.
- J.P. Morgan Securities LLCJun 2026 to now
- JPMorgan Chase Bank, N.A.Jun 2026 to now
- ST. Roch Roman Catholic Church CorporationMar 2025 to now
- M&t BankFeb 2025 to Jun 2026
- J.P. Morgan Securities LLCAug 2024 to Feb 2025
- JPMorgan Chase Bank, N.A.Aug 2024 to Feb 2025
- Church of Our Lady of Mt. CarmelJun 2024 to Mar 2025
- Bank of America/merrill LynchMay 2022 to Aug 2024
- New York LifeJan 2019 to Apr 2022
- Sts Cyril & Methodius OratorySep 2018 to Sep 2022
- St Mary's ParishFeb 2018 to Apr 2023
- Church of St AgnesSep 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 4 states (CT, NJ, NY, 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
- 7052207
- Firm CRD
- 79