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Isaac Flores

J.p. Morgan Securities LLC

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About Isaac Flores

Isaac Flores is a financial professional with experience in the financial services industry. Isaac is currently registered with J.P. Morgan Securities LLC and has been with the firm since January 2022. Prior to that, Isaac was employed by the same firm in Aurora, Illinois, from July 2020 to November 2020. Isaac is licensed to provide investment advice and related services in Texas. Isaac holds a Series 63 license, a Series 6TO license, and has passed the Securities Industry Essentials (SIE) exam. Isaac is a member of FINRA and holds registrations with FINRA and the state of Texas.

Firm Information

Isaac Flores 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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Isaac Flores’s Registration & Firm History

TX

01/24/2022 - Present

J.p. Morgan Securities LLC (SAN ANTONIO TX)

IL

07/13/2020 - 11/12/2020

J.P. MORGAN SECURITIES LLC (AURORA IL)

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Licenses & Designations

BC

Issued 07/23/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2020

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isaac Flores.
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