Ricardo Charvel
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 LLCJul 2025 to now
- JPMorgan Chase Bank, N.A.Jul 2025 to now
- UnemployedSep 2024 to Jun 2025
- JPMorgan Chase Bank, N.A.Jun 2024 to Aug 2024
- UnemployedJun 2023 to May 2024
- Certe Energy Services Sa De CvDec 2021 to May 2023
- Populus InsurtechJun 2020 to Dec 2021
- Instituto Tecnologico Y De Estudios Superiores De MonterreyAug 2019 to Jun 2022
- Qbic Management ConsultingJan 2018 to Aug 2018
- Soyser Sa De CvSep 2015 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8145825
- Firm CRD
- 79