Best Investors Account Sign in
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-30
TX RA APPROVED 2022-09-09
  • VA RA
    APPROVED
    Since 2025-07-30
  • TX RA
    APPROVED
    Since 2022-09-09

Branch Locations

710 12Th St S Unit 107, Arlington, VA 22202 • United States

850 N Randolph St Ste 110, Arlington, VA 22203 • United States

3625 Richmond Hwy, Alexandria, VA 22305 • 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
Franklin/Templeton Distributors, Inc St. Petersburg FL 01/2007 07/2020
Templeton/Franklin Investments Services, Inc St. Petersburg FL 07/2003 07/2020
Franklin Templeton Financial Services Corp. St. Petersburg FL 11/2018 07/2020
Franklin Templeton Investments St. Petersburg FL 07/2003 08/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 01/2021 08/2022
Unemployed San Antonio TX 09/2020 12/2020
Bank Of America, N.A. San Antonio TX 01/2021 08/2022
J.P. Morgan Securities Llc San Antonio TX 09/2022 Present
Jpmorgan Chase Bank, N.A. San Antonio TX 09/2022 Present
  • 01/2007 → 07/2020
    Franklin/Templeton Distributors, Inc
    St. Petersburg, FL
  • 07/2003 → 07/2020
    Templeton/Franklin Investments Services, Inc
    St. Petersburg, FL
  • 11/2018 → 07/2020
    Franklin Templeton Financial Services Corp.
    St. Petersburg, FL
  • 07/2003 → 08/2020
    Franklin Templeton Investments
    St. Petersburg, FL
  • 01/2021 → 08/2022
    San Antonio, TX
  • 09/2020 → 12/2020
    Unemployed
    San Antonio, TX
  • 01/2021 → 08/2022
    Bank Of America, N.A.
    San Antonio, TX
  • 09/2022 → Present
    San Antonio, TX
  • 09/2022 → Present
    Jpmorgan Chase Bank, N.A.
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-15
S63 Uniform Securities Agent State Law Examination 2002-02-20
  • S66 Uniform Combined State Law Examination
    2020-10-15
  • S63 Uniform Securities Agent State Law Examination
    2002-02-20
Other Names
  • Beatriz Gamboa Ochoa
  • Beatriz Gamboa
  • Beatriz G Ochoa
  • Beatriz Salvat
  • Beatriz Gamboa Salvat
  • Beatriz G Ochoa

View on SEC IAPD

More in Arlington, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor