Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge J. Valdes is a financial advisor with J.P. Morgan Securities LLC in Miramar, Florida. Jorge has been in the industry since June 2022. Jorge J. Valdes is also registered in Texas, Alabama, California, Connecticut, Florida, Georgia, Illinois, Massachusetts, New Jersey, New York, Pennsylvania, and Virginia. Jorge has passed both the Series 7 and Series 66 exams and the SIE Exam. Jorge previously worked for E*TRADE Securities LLC. J.P. Morgan Securities LLC provides financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has more than $50 billion in assets under management.
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
FL
01/09/2025 - Present
J.p. Morgan Securities LLC (MIRAMAR FL)
NJ
03/21/2022 - 06/17/2022
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 09/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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