Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Epitacio? Claim Your ProfileEpitacio Vincente Mejia is a financial advisor based in Antioch, California. Epitacio is registered with J.p. Morgan Securities LLC. Epitacio has been in the financial industry since February 17, 2022 and holds a Series 63 license, Series 6TO license, and a SIE license. Epitacio specializes in a variety of areas including Mutual Funds, Variable Annuities, Retirement Planning, College Savings Plans, and Annuities. Epitacio is committed to providing personalized financial advice to help clients reach their financial goals.
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
02/18/2022 - Present
J.p. Morgan Securities LLC (ANTIOCH CA)
BC
Issued 03/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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