Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Isaza is an investment advisor representative registered with J.p. Morgan Securities LLC. Michael is active in both the broker-dealer and investment advisor industries, having been in the industry since 2019. Michael is registered in 53 states as well as the District of Columbia and Puerto Rico, and is approved to offer investment advisory services in Florida. The advisor's specializations include retirement planning, college planning, investment advisory services for individuals and businesses, and portfolio management. J.p. Morgan Securities LLC is a large firm that provides investment advisory services and manages over $249 Billion in assets for approximately 1 million clients. The firm offers a wide array of advisory services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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
FL
01/03/2023 - Present
J.p. Morgan Securities LLC (Miami FL)
BC
Issued 04/19/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
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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
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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
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