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Robert Lee Valencia

J.P. Morgan Securities LLC

Boston, MA

Miami, FL

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-24
  • FL RA
    APPROVED
    Since 2022-01-24

Branch Locations

50 Rowes Wharf, Boston, MA 02110 • United States

1450 Brickell Ave Floor 33, Miami, FL 33131 • 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
Jpmorgan Securities Llc Miami FL 06/2013 Present
Jpmorgan Chase Bank Na Miami FL 01/2017 Present
  • 06/2013 → Present
    Jpmorgan Securities Llc
    Miami, FL
  • 01/2017 → Present
    Jpmorgan Chase Bank Na
    Miami, FL
Previous Registrations
  • 2009-06-01 → 2012-02-13
    Morgan Stanley
    Miami, FL
    Miami Beach, FL
  • 2006-06-27 → 2009-06-01
    Citigroup Global Markets Inc.
    Miami, FL
  • 2005-12-06 → 2006-06-29
    Efg Capital International
    Miami, FL
  • 2003-07-24 → 2005-07-29
    Td Ameritrade, Inc.
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-21
S65 Uniform Investment Adviser Law Examination 2003-07-21
S63 Uniform Securities Agent State Law Examination 1996-11-12
  • S66 Uniform Combined State Law Examination
    2022-01-21
  • S65 Uniform Investment Adviser Law Examination
    2003-07-21
  • S63 Uniform Securities Agent State Law Examination
    1996-11-12

View on SEC IAPD

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COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
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