Unclaimed
Blanca Smith is a Registered Representative at J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Blanca is registered in California and Texas. Blanca has a Series 66 license and has been working in the financial services industry since April 2024. Blanca specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. In addition to her work at J.P. Morgan, Blanca also runs a small online resale business.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
12/16/2024 - Present
J.p. Morgan Securities LLC (San Francisco CA)
Active
Inactive
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