Alfonso Medina
Investment adviser representative at J.P. Morgan Securities LLC
7 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
7 years in the industry.
- J.P. Morgan Securities LLCMay 2022 to now
- JPMorgan Chase Bank, N.A.May 2022 to now
- JPMorgan Chase & Co.Feb 2022 to Apr 2022
- Talentwave (ic Compliance, LLC., Synergy Services)Oct 2021 to Feb 2022
- UnemployedSep 2021 to Sep 2021
- UBSJun 2021 to Aug 2021
- Bentley UniversityAug 2020 to Aug 2021
- Goldman Sachs & Co.Aug 2019 to Jul 2020
- The Ayco Company, L.p./mercer AlliedAug 2019 to Jul 2020
- UnemployedJun 2019 to Jul 2019
- Bentley UniversitySep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7168707
- Firm CRD
- 79