Unclaimed
Juan M. Garcia is an investment advisor representative with j.p. Morgan Securities LLC. Juan has been working in the securities industry since October 2012. Juan is registered with FINRA as a registered representative and has passed the Series 6, Series 7, and Series 66 exams. Juan is also registered with the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maine, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Texas, Virginia, and Washington. Juan's current firm is j.p. Morgan Securities LLC and has been with them since April 2020. Before this, Juan was employed with Santander Securities LLC. Juan's primary office is located at 56 Christopher Columbus Dr in Jersey City, NJ. Juan's specializations include Financial planning and Portfolio management for individuals.
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
NJ
02/24/2021 - Present
J.p. Morgan Securities LLC (JERSEY CITY NJ)
NJ
02/28/2014 - 04/27/2020
SANTANDER SECURITIES LLC (NEWARK NJ)
NY
10/01/2012 - 12/17/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 05/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2012
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
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
Not sure Juan Garcia is the right advisor for you? Invested Better is here to help.