Jesse Estrada
Investment adviser representative at J.P. Morgan Securities LLC
10 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
10 years in the industry.
- J.P. Morgan Securities LLCAug 2025 to now
- JPMorgan Chase Bank, N.A.Aug 2025 to now
- Strategic Advisers LLCMar 2025 to Aug 2025
- Fidelity Personal and Workplace AdvisorsNov 2023 to Mar 2025
- Fidelity Brokerage Services LLCJun 2023 to Aug 2025
- Fidelity InvestmentsJun 2023 to Aug 2025
- UnemployedDec 2022 to May 2023
- WalgreensNov 2021 to Nov 2022
- Ashley Estrada MinistriesMar 2020 to Nov 2021
- UnemployedDec 2019 to Feb 2020
- UberNov 2019 to Nov 2019
- UnemployedJul 2019 to Oct 2019
- Universal StudiosAug 2018 to Jun 2019
- Reunion ResortsJun 2018 to May 2019
- UnemployedAug 2017 to May 2018
- Orange Lakes ResortMay 2017 to Jul 2017
- UnemployedNov 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7777481
- Firm CRD
- 79