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Peter Suarez-ferrara

J.p. Morgan Securities LLC

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About Peter Suarez-ferrara

Peter Suarez-ferrara is a financial advisor with J.P. Morgan Securities LLC. Peter has been in the financial services industry since 2015. Peter has a Series 63, Series 79, and Series 79TO license. Peter works in the New York, NY office of J.P. Morgan Securities LLC. Peter has a long history with J.P. Morgan Securities LLC, having previously worked there from 2015 to 2016 and again from 2019 to 2023. Peter previously worked at Credit Suisse Securities (USA) LLC.

Firm Information

Peter Suarez-ferrara 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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Peter Suarez-ferrara’s Registration & Firm History

NY

06/07/2023 - Present

J.p. Morgan Securities LLC (NEW YORK NY)

NY

09/16/2021 - 03/27/2023

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

08/02/2019 - 09/10/2021

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

05/27/2015 - 10/07/2016

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/27/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/07/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Suarez-ferrara.
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