Douglas Fernando Lara castro
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.
- J.P. Morgan Securities LLCMay 2026 to now
- JPMorgan Chase Bank, N.A.May 2026 to now
- Charles SchwabMar 2025 to May 2026
- Bank of AmericaFeb 2023 to Apr 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to Apr 2025
- JPMorgan Chase Bank, N.A.Nov 2020 to Feb 2023
- Parking Management Co LLCSep 2020 to Oct 2020
- Andrew Chekene Enterprises IncJun 2020 to Aug 2020
- Meadow's FarmsMar 2020 to May 2020
- Ted Britt Ford Sales IncFeb 2019 to Jun 2020
- UnemployedOct 2018 to Jan 2019
- Papa JohnsFeb 2018 to Sep 2018
- Nandos Restaurant Group IncNov 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7705154
- Firm CRD
- 79