Financial ADVSR advisor directory · SEC adviser records
J.P. Morgan Securities LLC financial advisors in Palm Desert, CA
Every SEC-registered investment adviser representative at a J.P. Morgan Securities LLC office in Palm Desert, A to Z.
The short answer
5 registered advisors work at J.P. Morgan Securities LLC in Palm Desert, out of 12,967 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.
J.P. Morgan Securities LLC advisors in Palm Desert, A to Z
Every J.P. Morgan Securities LLC advisor →- Isai PerezAlso a broker rep
- Daniel A. RamirezAlso a broker rep
- Kristine RodarteAlso a broker rep
- Dinorah C. SanchezAlso a broker rep
- Lauren XouleisAlso a broker rep
J.P. Morgan Securities LLC advisors in every city and state →J.P. Morgan Securities LLC: assets, clients and custodians →J.P. Morgan news and advisor moves →Advisor Moves: who changed firms this week →
J.P. Morgan Securities LLC advisors in other cities
New York, NY 1,919Chicago, IL 549Miami, FL 401Columbus, OH 354Houston, TX 301San Francisco, CA 294Los Angeles, CA 291Dallas, TX 228Boston, MA 226Plano, TX 212Irvine, CA 191Atlanta, GA 164Tempe, AZ 141Greenwich, CT 140San Antonio, TX 126
Other firms in Palm Desert
All Palm Desert advisors →Morgan Stanley 23Wells Fargo Clearing Services, LLC 18Keystone Private Wealth 12Raymond James & Associates, Inc. 12Cypress Wealth Services, LLC 9The Wealth Consulting Group 8Hoainvest LLC 6Merrill Lynch, Pierce, Fenner & Smith Incorporated 5RBC Capital Markets, LLC 5D.A. Davidson & Co. 4Fortem Financial Group, LLC 4LPL Financial LLC 4
Questions
How many financial advisors does J.P. Morgan Securities LLC have in Palm Desert?
5 investment adviser representatives are registered at J.P. Morgan Securities LLC offices in Palm Desert, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12,967 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.
Is J.P. Morgan Securities LLC one of the largest advisor employers in Palm Desert?
J.P. Morgan Securities LLC ranks number 8 in Palm Desert by registered advisors; Morgan Stanley has the most, with 23.
How do I check a J.P. Morgan Securities LLC advisor in Palm Desert?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the J.P. Morgan Securities LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.