Alan Moises Lerner guenun
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCSep 2024 to now
- JPMorgan Chase Bank, N.A.Sep 2024 to now
- UnemployedApr 2024 to Sep 2024
- Gyl Financial Synergies, LLCMar 2023 to Mar 2024
- Financial Partners Capital Management, LLCJul 2020 to Mar 2023
- UnemployedJan 2020 to Jun 2020
- OurcrowdJan 2019 to Dec 2019
- New York UniversitySep 2017 to Jan 2019
- Aleph Trade & Investments S.L.Jun 2017 to Dec 2018
- Credit SuisseSep 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2024
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
- 7258385
- Firm CRD
- 79