Unclaimed
Juan Silva is a financial advisor currently registered with J.p. Morgan Securities LLC. Juan has been in the industry since 2008 and specializes in providing investment advice to individuals, corporations, and institutions. Juan has held previous roles at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Juan is licensed to sell a variety of financial products, including variable annuities, mutual funds, and other investment products. Juan is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs.
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
CA
07/19/2024 - Present
J.p. Morgan Securities LLC (ENCINO CA)
CA
07/14/2010 - 12/23/2010
WELLS FARGO INVESTMENTS, LLC (CULVER CITY CA)
CA
02/26/2008 - 05/05/2010
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
BC
Issued 03/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/05/2024
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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