Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Legarreta is a registered representative with J.P. Morgan Securities LLC. Jaime has been in the industry since 2014 and is currently registered in Texas. Previously Jaime was registered with PNC Investments in New Braunfels, Texas and BBVA Securities Inc. in San Antonio, Texas. Jaime has passed the Series 6, 7TO, 63, and 66 exams. Jaime offers advisory services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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
12/12/2022 - Present
J.p. Morgan Securities LLC (SAN ANTONIO TX)
TX
09/15/2021 - 09/20/2022
PNC INVESTMENTS (NEW BRAUNFELS TX)
TX
01/10/2019 - 06/02/2021
BBVA SECURITIES INC. (SAN ANTONIO TX)
TX
10/04/2013 - 12/18/2018
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
BOTH
Issued 11/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2013
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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