Romeo Margot-picquendar
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 LLCMar 2026 to now
- JPMorgan Chase Bank, N.A.Mar 2026 to now
- Bank of AmericaOct 2022 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Mar 2026
- Gtt LLCApr 2022 to Sep 2022
- Svb PrivateApr 2022 to Sep 2022
- NylifeMay 2021 to Jul 2021
- Silicon Valley Notary ServicesFeb 2021 to Oct 2022
- Romeo Margot-picquendarFeb 2021 to Sep 2022
- US BankJun 2017 to Feb 2021
- Uber/liftFeb 2017 to Jun 2017
- Bank of the WestJun 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7365293
- Firm CRD
- 79