Unclaimed
Jairo Rodrigo Herrera is a financial advisor at J.p. Morgan Securities LLC. Herrera is registered with FINRA and has Series 63, Series 6TO, and SIE licenses. Jairo Rodrigo Herrera is registered in Texas. He is able to provide financial planning, pension consulting, and selection of other advisers. He is able to manage portfolios for both individuals and businesses.
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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2
TX
03/14/2022 - Present
J.p. Morgan Securities LLC (KATY TX)
BC
Issued 04/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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