Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Munoz is an Investment Advisor Representative with J.P. Morgan Securities LLC. Jacob is registered with FINRA and has been in the industry since July 2017. Jacob has Series 6, 7, 63, 65 and 66 licenses. He is also registered in Louisiana and Texas. His previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and PRUCO Securities, LLC. Jacob has a varied background including working in the real estate, construction and travel industries. He is the owner and operator of Moondog's Fishing Kayak Rentals and Restoration Travel LLC DBA Cruise Planners.
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
1
2
TX
06/22/2022 - Present
J.p. Morgan Securities LLC (PEARLAND TX)
TX
11/19/2018 - 06/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEARLAND TX)
TX
07/22/2013 - 12/22/2014
PRUCO SECURITIES, LLC. (HOUSTON TX)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2018
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2014
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
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