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Jake Juarez

J.p. Morgan Securities LLC

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About Jake Juarez

Jake Juarez is a financial advisor registered with J.P. Morgan Securities LLC. Jake has been working in the financial industry since 2016. Jake holds the Series 6, SIE, and Series 63 licenses and is registered in Illinois, Kansas, Minnesota, and Missouri. Jake has a long history with J.P. Morgan Securities, working with them since 2015 in different capacities. Jake is currently located in Leawood, Kansas. Jake specializes in insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.

Firm Information

Jake Juarez 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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Jake Juarez’s Registration & Firm History

KS

06/20/2019 - Present

J.p. Morgan Securities LLC (Leawood KS)

IL

04/24/2015 - 01/26/2018

J.P. MORGAN SECURITIES LLC (BATAVIA IL)

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Licenses & Designations

BC

Issued 04/01/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jake Juarez.
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