Diogenes Esteves
Investment adviser representative at J.P. Morgan Securities LLC
13 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
13 years in the industry.
- J.P. Morgan Securities LLCMay 2022 to now
- JPMorgan Chase Bank NAFeb 2022 to now
- JPMorgan Securities LLCFeb 2022 to now
- UnemployedJan 2022 to Jan 2022
- IcbcMay 2021 to Dec 2021
- Bnp Paribas CardiffMar 2021 to May 2021
- UnemployedJan 2021 to Feb 2021
- Bnp ParibasDec 2017 to Dec 2020
- Universidad Torcuato Di TellaMar 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7532207
- Firm CRD
- 79