Unclaimed
Jesus Guzman pineda is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since January 27, 2018. Jesus is licensed in 53 states and has passed Series 79, SIE, and Series 63 exams. Jesus has previous experience at Deutsche Bank Securities Inc. and BBVA Securities Inc.. Jesus specializes in providing financial planning, portfolio management, and pension consulting services for 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
1
2
NY
08/18/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
02/25/2019 - 07/07/2021
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
11/07/2017 - 01/14/2019
BBVA SECURITIES INC. (NEW YORK NY)
BC
Issued 08/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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