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Christian Noe Morales

J.p. Morgan Securities LLC

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About Christian Noe Morales

Christian Morales is a registered investment advisor representative with J.P. Morgan Securities LLC. Christian is also licensed as an Investment Advisor Representative in Florida and Texas. Christian has been in the securities industry since 2013. Christian's experience includes working with TD Bank, N.A., National Life Group, TD Private Client Wealth LLC, Park Avenue Securities LLC, and Sunrise Financial Network/Guardian Life Ins Co of America. Christian has a Series 7TO, Series 65, and SIE licenses. Christian's areas of specialization include financial planning, portfolio management, pension consulting, and selection of other advisors.

Firm Information

Christian Morales 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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Christian Morales’s Registration & Firm History

FL

01/31/2025 - Present

J.p. Morgan Securities LLC (DELRAY BEACH FL)

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Licenses & Designations

IA

Issued 09/10/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/13/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christian Noe Morales.
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