Brendaliz Valenzuela

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:

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

Current Employers

Employment History

• 10/2012 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 01/2018 → Present
  Jpmorgan Chase Bank, N.A
  San Ramon, CA

Previous Registrations

• 2012-06-05 → 2012-10-01
  Chase Investment Services Corp.
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-01
• S63 Uniform Securities Agent State Law Examination
  2011-06-29

Other Names

• Brendaliz Valenzuela
• Brendaliz Nieves Hernandez
• Brendaliz Nieves