Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan De la Cruz is a financial advisor registered with J.P. Morgan Securities LLC. Juan has been in the industry since 2009 and has been with J.P. Morgan Securities LLC since August 2024. Juan has a Series 7, 6, 63 and 65 licenses and is registered in multiple states including California, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas and Vermont. Juan has experience with a variety of clients including corporations, high net worth individuals, insurance companies, and charitable organizations.
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
08/22/2024 - Present
J.p. Morgan Securities LLC (WHITESTONE NY)
NY
01/31/2018 - 10/11/2018
ALLIED MILLENNIAL PARTNERS, LLC (NEW YORK NY)
NY
03/03/2016 - 10/11/2016
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
02/05/2009 - 05/06/2013
NYLIFE SECURITIES LLC (BROOKLYN NY)
BOTH
Issued 04/22/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, 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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