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Alonso Garza zorrilla

J.p. Morgan Securities LLC

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About Alonso Garza zorrilla

Alonso Garza Zorrilla is a financial advisor with J.P. Morgan Securities LLC. Alonso has been in the industry since 2009 and holds Series 7, 63, 9, 10, 55, 3, 7TO, and SIE licenses, as well as a Series 66 registration. Alonso's previous employment includes Goldman Sachs and MPOWER Financing. Prior to joining J.P. Morgan, Alonso worked at Goldman, Sachs & Co. Alonso is registered to provide investment advice in Texas, Florida and across the United States.

Firm Information

Alonso Garza zorrilla is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Alonso Garza zorrilla’s Registration & Firm History

FL

11/17/2022 - Present

J.p. Morgan Securities LLC (Miami FL)

NY

06/05/2007 - 11/22/2016

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

03/24/1999 - 09/04/2001

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/28/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/16/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/12/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/14/2021

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 06/03/2013

Series 3 - National Commodity Futures Examination

BC

Issued 06/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Alonso Garza zorrilla.
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