Julio Cerda
Investment adviser representative at J.P. Morgan Securities LLC
13 yearsExperience
3 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
13 years in the industry.
- J.P. Morgan Securities LLCAug 2026 to now
- JPMorgan Chase Bank, N.A.Aug 2026 to now
- Bank of America, N.A.Jan 2026 to Aug 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2026 to Aug 2026
- Wells FargoApr 2024 to Feb 2026
- J.P. Morgan Securities LLCJan 2022 to Mar 2024
- JPMorgan Chase Bank, N.A.Jan 2022 to Mar 2024
- Uber IncJan 2019 to Nov 2022
- Goba Sports-springfree TrampolineApr 2018 to Mar 2019
- Wells FargoMar 2017 to Jan 2022
- Chipotle Mexican GrillMay 2013 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, 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
- 7401251
- Firm CRD
- 79