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Marcos R Alvarado

Edward Jones

Orland Park, IL

CRD 5247774

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-15
IL RA APPROVED 2021-07-06
  • TX RA
    APPROVED
    Since 2021-09-15
  • IL RA
    APPROVED
    Since 2021-07-06

Branch Locations

13500 Circle Drive Suite 103, Orland Park, IL 60462 • 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 Chase Na Melrose Park IL 11/2006 04/2021
J.P. Morgan Securities Llc Aurora IL 10/2012 04/2021
Edward Jones St. Louis MO 05/2021 Present
  • 11/2006 → 04/2021
    Jpmorgan Chase Na
    Melrose Park, IL
  • 10/2012 → 04/2021
    J.P. Morgan Securities Llc
    Aurora, IL
  • 05/2021 → Present
    Edward Jones
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-03
S63 Uniform Securities Agent State Law Examination 2006-12-23
  • S66 Uniform Combined State Law Examination
    2021-07-03
  • S63 Uniform Securities Agent State Law Examination
    2006-12-23
Other Names
  • Alvarado
  • Marcos R Alvarado
  • Marcos Rogelio Alvarado

View on SEC IAPD

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Nearby Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL

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