Gabriel Santos
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 LLCJul 2026 to now
- Fidelity InvestmentsJan 2025 to Jul 2026
- Miramar Financial Holding LLCSep 2024 to Jan 2025
- DoordashAug 2024 to Sep 2024
- UberAug 2024 to Sep 2024
- Goldman Financial IncJul 2024 to Aug 2024
- Santos Ecom LLCOct 2023 to Jan 2025
- Dynamic Slr IncorporatedMay 2023 to Jun 2024
- Papa's Restaurants IncAug 2022 to Aug 2023
- Brentwood North Dallas LLCJun 2022 to Aug 2022
- Red Lobster RestaurantsJul 2021 to Jun 2022
- Revamped Security SolutionsMay 2021 to May 2021
- DoordashApr 2021 to Jul 2021
- UnemployedFeb 2021 to Mar 2021
- First Watch Restaurant IncJan 2021 to Jan 2021
- UnemployedDec 2020 to Dec 2020
- Infinite EnergyAug 2020 to Nov 2020
- Tgi Fridays IncOct 2019 to Aug 2020
- Joes Pizza Pasta and SubAug 2019 to Oct 2019
- Mac Acquisition LLCApr 2019 to Jul 2019
- Whataburger RestaurantsFeb 2019 to Mar 2019
- UnemployedNov 2018 to Jan 2019
- Rafain Do Brasil LLCJul 2018 to Oct 2018
- UnemployedJun 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8035573
- Firm CRD
- 79