Jesus M Alvidrez

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2012 → 06/2020
  J.P. Morgan Securities Llc
  El Paso, TX
• 06/2020 → 01/2022
  Unemployed
  El Paso, TX
• 01/2022 → Present
  Lpl Financial Llc
  El Paso, TX

Previous Registrations

• 2012-10-01 → 2020-07-07
  J.P. Morgan Securities Llc
  El Paso, TX
  El Paso, TX
• 2004-05-06 → 2012-10-01
  Chase Investment Services Corp.
  El Paso, TX
  El Paso, TX
  El Paso, TX
  Elpaso, TX
  El Paso, TX
• 2002-11-15 → 2003-11-13
  Banc Of America Investment Services, Inc.
  El Paso, TX

Other Businesses

1) 01/18/2022 - Graham Capital Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2) 03/05/2024 - Pivot Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/17/2023 - 40 Hours Per Month/ 8 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2002-12-16
• S63 Uniform Securities Agent State Law Examination
  1998-07-16

Other Names

• Manuel Alvidrez
• Jesus Manuel Alvidrez