Santoria Simone Texidor
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- T's Brunch BarMar 2026 to now
- J.P. Morgan Securities LLCDec 2025 to now
- JPMorgan Chase Bank, N.A.Dec 2025 to now
- Simplicity WealthSep 2025 to Dec 2025
- The Leaders Group IncSep 2025 to Dec 2025
- Financial Benefits Wealth ManagementAug 2025 to Dec 2025
- Compass Group USAMay 2025 to Oct 2025
- Edward JonesMay 2025 to Aug 2025
- The Stelmo Group LLCMar 2024 to Jul 2025
- Oliva Restaurant Group LLCApr 2023 to May 2023
- Bank of America, N.A.May 2022 to Jun 2025
- UnemployedMar 2022 to Apr 2022
- Jalapeno Corndog Concessions, LLCDec 2021 to Feb 2022
- Truist BankFeb 2021 to Nov 2021
- Inspire Restaurant Group LLCJun 2020 to Jan 2021
- Bank of America N.A.May 2018 to Feb 2021
- UnemployedApr 2018 to Apr 2018
- Wells Fargo Bank N.A.Feb 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7566006
- Firm CRD
- 79