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Molly Jean Barloco

J.p. Morgan Securities LLC

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About Molly Jean Barloco

Molly Jean Barloco is a financial advisor with J.P. Morgan Securities LLC. Molly is a registered representative in Texas and has been in the industry since 2011. Molly has experience working with individuals, businesses, and high-net-worth clients. Molly provides financial planning and portfolio management services. Molly has also held previous roles at Morgan Stanley, Chase Investment Services Corp., and Frost Brokerage Services, Inc.

Firm Information

Molly Barloco is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Molly Barloco’s Registration & Firm History

TX

10/15/2024 - Present

J.p. Morgan Securities LLC (Plano TX)

TX

03/06/2023 - 05/09/2023

MORGAN STANLEY (San Antonio TX)

NY

08/31/2015 - 03/14/2023

J.P. MORGAN SECURITIES LLC (New York NY)

TX

10/01/2012 - 10/27/2014

J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)

TX

09/03/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 09/06/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/03/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/04/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Molly Jean Barloco.
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