Roberto Jose Aguayo
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Roberto Jose Aguayo? Claim your profile
Contact this firm
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.
- The Benjamin Private School IncJul 2025 to now
- J.P. Morgan Securities LLCMay 2022 to now
- JPMorgan Chase Bank, NAApr 2022 to now
- JPMorgan Securities LLCApr 2022 to now
- Ra Kicking AcademySep 2020 to now
- Florida State UniversitySep 2022 to Jan 2025
- UnemployedJul 2021 to Mar 2022
- New England PatriotsJan 2021 to Jun 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to May 2021
- Pga of AmericaJan 2019 to Mar 2019
- UnemployedSep 2018 to Dec 2019
- La ChargersJan 2018 to Aug 2018
- Carolina PanthersOct 2017 to Dec 2017
- Chicago BearsAug 2017 to Sep 2017
- Tampa Bay BuccaneersMay 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7222389
- Firm CRD
- 79