Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Mu�oz is a financial advisor with Raymond James & Associates, Inc. based in Dallas, Texas. Juan has been in the financial industry since 2009. Juan is also registered with the state of Texas as both a broker-dealer and an investment advisor representative. Prior to joining Raymond James & Associates, Inc., Juan was a financial advisor with JPMorgan Securities LLC, where he spent almost a decade. Juan is a graduate of the University of Texas at Austin.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/18/2022 - Present
Raymond James & Associates, Inc. (Dallas TX)
TX
10/08/2013 - 02/19/2022
J.P. MORGAN SECURITIES LLC (GRAND PRAIRIE TX)
TX
03/04/2008 - 04/24/2012
CHASE INVESTMENT SERVICES CORP. (CEDAR HILL TX)
BOTH
Issued 10/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Juan Mu�oz is the right advisor for you? Invested Better is here to help.
