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Hugo Alfredo Suarez

J.p. Morgan Securities LLC

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About Hugo Alfredo Suarez

Hugo Alfredo Suarez is a registered representative with J.p. Morgan Securities LLC. Hugo is licensed to provide securities advice in Arkansas, California, Florida, Indiana, Kentucky, New Jersey, New York, North Carolina, Ohio, Tennessee and Texas. Hugo has 11 years of experience in the securities industry. He is a Series 6, 7 and 66 licensed professional and also holds the SIE certification. His specializations include portfolio management for businesses, portfolio management for individuals, selection of other advisers, and financial planning services. Prior to joining J.p. Morgan Securities LLC, Hugo worked at CHASE INVESTMENT SERVICES CORP. Hugo provides services to various types of clients including individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit sharing plans.

Firm Information

Hugo Suarez 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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Hugo Suarez’s Registration & Firm History

TX

07/11/2019 - Present

J.p. Morgan Securities LLC (HOUSTON TX)

TX

05/14/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 07/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2013

Series 7 - General Securities Representative Examination

BC

Issued 05/11/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 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

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 Hugo Alfredo Suarez.
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