Unclaimed
Juan D. Contreras is a financial advisor with J.p. Morgan Institutional Investments Inc. Juan has been in the industry since June 11, 2018. Juan has a Series 63, Series 7 and SIE licenses. Juan is registered in 40 states.
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.
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.
1
2
IL
10/29/2020 - Present
J.p. Morgan Institutional Investments Inc. (CHICAGO IL)
OH
06/12/2018 - 10/29/2020
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
BC
Issued 07/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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