Carrie Snyder Vilaplana

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 10/2018
  Wells Fargo Bank
  San Diego, CA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  San Diego, CA
• 11/2016 → 10/2018
  Wells Fargo Clearing Services, Llc
  San Diego, CA
• 10/2018 → 06/2021
  Mufg Union Bank
  San Diego, CA
• 11/2018 → 06/2021
  Unionbanc Investment Services
  San Diego, CA
• 06/2021 → Present
  Jpmorgan Chase Bank Na
  La Jolla, CA
• 06/2021 → Present
  Jpmorgan Securities Llc
  La Jolla, CA

Previous Registrations

• 2018-11-15 → 2021-06-30
  U.S. Bancorp Advisors, Llc
  San Diego, CA
• 2014-01-24 → 2018-10-17
  Wells Fargo Clearing Services, Llc
  San Diego, CA
  Minneapolis, MN
  Minneapolis, MN
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-24
• S63 Uniform Securities Agent State Law Examination
  2001-10-27

Other Names

• Carrie Lynn Snyder