Abel Luis Estraviz
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 LLCOct 2023 to now
- JPMorgan Chase Bank, N.A.Oct 2023 to now
- Bank of America N.A.Sep 2020 to Sep 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2020 to Sep 2023
- UnemployedJun 2020 to Aug 2020
- AXA Advisors, LLCDec 2019 to May 2020
- UnemployedOct 2019 to Nov 2019
- Beaverton InfinitiApr 2019 to Sep 2019
- UnemployedJun 2018 to Mar 2019
- K5 Property Management, Llc/mcgehee Const LLCAug 2017 to May 2018
- Green Keys Property Management, LLCJul 2017 to Aug 2017
- Abel EstravisDec 2016 to Aug 2017
- Oregon State UniversitySep 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 7211687
- Firm CRD
- 79