Jorge Quezada
Investment adviser representative at J.P. Morgan Securities LLC
15 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
15 years in the industry.
- J.P. Morgan Securities LLCSep 2023 to now
- JPMorgan Chase Bank, N.A.Sep 2023 to now
- Morgan Stanley Private Bank, N.A.Mar 2022 to Aug 2023
- Morgan StanleyFeb 2022 to Aug 2023
- Raymond James / Alex BrownJul 2021 to Mar 2022
- Raymond James & Associate, Inc.Jun 2021 to Mar 2022
- CitigroupJun 2021 to Aug 2021
- UnemployedMar 2021 to May 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2021 to Feb 2021
- Bank of America & Merrill LynchOct 2019 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Nov 2019
- UnemployedMay 2019 to Sep 2019
- JP Morgan Securities LLCJan 2019 to Apr 2019
- JPMorgan Chase Bank N.A.Jan 2019 to Apr 2019
- North Star Auto Mitsubishi & KiaJun 2018 to Dec 2018
- Bay Ridge Vw & VolvoOct 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (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
- 7062651
- Firm CRD
- 79