Marvin Regalado
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCSep 2024 to now
- JPMorgan Chase Bank, N.A.Sep 2024 to now
- Harmar Holdings LLCNov 2023 to now
- Bank of America, N.a./merrill LynchNov 2021 to Sep 2024
- Eclectico Restaurant & BarAug 2021 to Nov 2021
- Equitable Advisors LLCSep 2020 to May 2021
- La MercerieJan 2019 to Mar 2020
- Ascent LoungeJul 2017 to Jan 2019
- Prince Sullivan LLCApr 2017 to May 2017
- Norwood ClubJul 2016 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7293079
- Firm CRD
- 79