Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Uvalda? Claim Your ProfileUvalda Jordan is a financial advisor at J.P. Morgan Securities LLC, a firm that manages over $50 billion in assets for over 262,000 clients. Uvalda has been in the financial services industry since June 2010 and has experience working with a variety of clients including corporations, individuals, and institutions. Uvalda holds a Series 7 and Series 66 license, and is registered to provide investment advice in all 50 states and the District of Columbia. Uvalda specializes in providing investment advice, financial planning, and portfolio management services. Uvalda is also the owner of Brainparent LLC, Brick Real Estate Development Company LLC, Visecards LLC, and Ton of Bricks Development LLC.
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
TX
09/29/2022 - Present
J.p. Morgan Securities LLC (Houston TX)
TX
10/31/2013 - 10/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
FL
08/30/2013 - 10/17/2013
LPL FINANCIAL LLC (CORAL GABLES, FL)
FL
06/07/2010 - 08/26/2013
PRINCOR FINANCIAL SERVICES CORPORATION (CORAL GABLES FL)
FL
03/08/2010 - 03/09/2010
NEW ENGLAND SECURITIES (MIAMI FL)
BOTH
Issued 04/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities 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
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