Raul Guadalupe Barcenes
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCOct 2024 to now
- Raul BarcenesJul 2023 to now
- Varsity TutorsOct 2023 to Jan 2026
- Ais Asset ManagementSep 2023 to Oct 2024
- South San Antonio IsdAug 2023 to May 2024
- Fefa Asset ManagementApr 2023 to Aug 2023
- Equitable AdvisorsJul 2022 to May 2023
- Dr. R. G. Barcenes Diversified Business Entities, LLCFeb 2022 to Jul 2026
- Advantage One BrokersNov 2021 to Jul 2022
- Somerset IsdJul 2021 to Jun 2022
- Alfred UniversityAug 2019 to Jun 2021
- Nevada State CollegeAug 2017 to Jun 2019
- Clark County School DistrictJan 2017 to Aug 2019
- Park View, LLCOct 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7577429
- Firm CRD
- 79