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Josue Laborde

J.P. Morgan Securities LLC

Tampa, FL

Tampa, FL

CRD 4427473

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-09-19
FL RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2013-09-19
  • FL RA
    APPROVED
    Since 2012-10-01

Branch Locations

7319 W Waters Ave, Tampa, FL 33634 • United States

6703 Memorial Hwy, Tampa, FL 33615 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Doxa Foundation International Inc Tampa FL 05/2008 Present
The Laborde Foundation Tampa FL 04/2011 06/2017
J.P. Morgan Securities Llc Tampa FL 10/2012 Present
Jpmorgan Chase Bank, N.A. Tampa FL 01/2005 Present
Chase Bank Tampa FL 06/1998 Present
  • 05/2008 → Present
    Doxa Foundation International Inc
    Tampa, FL
  • 04/2011 → 06/2017
    The Laborde Foundation
    Tampa, FL
  • 10/2012 → Present
    Tampa, FL
  • 01/2005 → Present
    Jpmorgan Chase Bank, N.A.
    Tampa, FL
  • 06/1998 → Present
    Chase Bank
    Tampa, FL
Previous Registrations
  • 2002-01-24 → 2012-10-01
    Chase Investment Services Corp.
    Tampa, FL
    Tampa, FL
    Tampa, FL
Other Businesses

ACTIVITY TYPE: 4 - OUTSIDE BUSINESS ACTIVITY WITH A NOT-FOR-PROFIT ORGANIZATION NAME OF ENTITY: DOXA FOUNDATION INTERNATIONAL, INC. POSITION: TREASURER START DATE: 5/5/2008 ADDRESS: 4940 Tampa, FL DETAILS: WWW.DFI-INC.ORG. CHRISTIAN HUMANITARIAN ORGANIZATION SOLELY DEDICATED TO HELPING THE POOR PEOPLE IN HAITI. GENERAL FINANCIAL OVERSIGHT, FINANCIAL REPORTING, PLANNING AND BUDGETING, BOOK-KEEPING AND RECORDS KEEPING. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): WEEKENDS ONLY HOURS DURING TRADING: NONE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-10-16
S63 Uniform Securities Agent State Law Examination 2002-01-23
  • S65 Uniform Investment Adviser Law Examination
    2004-10-16
  • S63 Uniform Securities Agent State Law Examination
    2002-01-23

View on SEC IAPD

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