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Ramon Jorge

J.P. Morgan Securities LLC

Orlando, FL

CRD 3063806

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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 2020-11-20
FL RA APPROVED 2012-10-01
  • TX RA
    APPROVED_RES
    Since 2020-11-20
  • FL RA
    APPROVED
    Since 2012-10-01

Branch Locations

4167 Town Center Blvd, Orlando, FL 32837 • 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
J.P. Morgan Securities Llc Orlando FL 10/2012 Present
Jpmorgan Chase Bank, N.A. Orlando FL 03/2010 Present
Previous Registrations
  • 2010-04-08 → 2012-10-01
    Chase Investment Services Corp.
    Winter Haven, FL
    Kissimmee, FL
    St. Cloud, FL
    Kissimmee, FL
    Kissimmee, FL
    Kissimmee, FL
    Orlando, FL
  • 2009-10-23 → 2010-03-15
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Orlando, FL
    Orlando, FL
    Kissimmee, FL
    Orlando, FL
  • 2005-02-01 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Orlando, FL
    Winter Haven, FL
    Orlando, FL
    Orlando, FL
    Kissimmee, FL
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-28
  • S66 Uniform Combined State Law Examination
    2005-01-28
Other Names
  • Raymond Jorgecobian
  • Ramon Luis Jorgecobian
  • Ramon Jorge
  • Raymond Jorge
  • Ramon Luis Jorge - Cobian
  • Ramon Luis Jorge - Cobian
  • Ramon Luis Jorge

View on SEC IAPD

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