Monalisa Maldonado
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- J.P. Morgan Securities LLCJun 2024 to now
- JPMorgan Chase Bank, N.A.Jun 2024 to now
- Bank of America, N.A.Aug 2022 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Jun 2024
- Equitable Advisors, LLCNov 2020 to Jul 2022
- Equitable LifeNov 2020 to Jul 2022
- UnemployedOct 2020 to Oct 2020
- Thrivent Investment Management IncJul 2020 to Sep 2020
- Fort Bend Independent School DistJul 2019 to May 2020
- Dave RamseyJan 2018 to Jul 2020
- Houston IsdFeb 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7269837
- Firm CRD
- 79