Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Alberto Escobar is a registered representative with J.P. Morgan Securities LLC. Juan Alberto Escobar has been in the securities industry since April 25, 2009 and has experience with Morgan Stanley, UnionBanc Investment Services, LLC, and Wells Fargo Advisors, LLC. Juan Alberto Escobar holds Series 6, 7, 63, and 66 licenses. Juan Alberto Escobar is also registered with the states of Arizona, California, Connecticut, Florida, Hawaii, Illinois, Maryland, Michigan, Mississippi, Montana, Nevada, New Jersey, New York, North Carolina, Oregon, Puerto Rico, Tennessee, Texas, Utah, Washington, and Wisconsin.
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
01/24/2014 - Present
J.p. Morgan Securities LLC (NORTH HOLLYWOOD CA)
CA
05/11/2012 - 03/12/2013
MORGAN STANLEY (OXNARD CA)
CA
07/20/2011 - 03/13/2012
UNIONBANC INVESTMENT SERVICES, LLC (MOORPARK CA)
CA
07/23/2010 - 03/28/2011
WELLS FARGO ADVISORS, LLC (SANTA MONICA CA)
CA
04/23/2010 - 07/29/2010
WELLS FARGO INVESTMENTS, LLC (SANTA MONICA CA)
CA
08/26/2008 - 05/04/2010
WELLS FARGO ADVISORS, LLC (PASADENA CA)
BOTH
Issued 07/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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