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Rafael I. Montilla

J.P. Morgan Securities LLC

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 2024-04-17
TX RA APPROVED 2024-04-16
  • FL RA
    APPROVED
    Since 2024-04-17
  • TX RA
    APPROVED
    Since 2024-04-16

Branch Locations

1450 Brickell Ave, 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
Citi Private Alternatives, Llc Miami FL 08/2022 01/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 04/2016 08/2022
Bank Of America, N.A. Miami FL 04/2016 08/2022
Citigroup Global Markets Inc. Miami FL 08/2022 01/2024
J.P. Morgan Securities Llc Miami FL 04/2024 Present
Jpmorgan Chase Bank, N.A. Miami FL 04/2024 Present
Citigroup Miami FL 08/2022 01/2024
Citi Law Firm Group Miami FL 08/2022 04/2024
Previous Registrations
  • 2022-08-25 → 2024-01-31
    Citigroup Global Markets Inc.
    Washington, DC
    Miami, FL
    Greenwich, CT
    Washington, DC
  • 2016-04-25 → 2022-08-30
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Coral Gables, FL
    Miami, FL
    Miami Beach, FL
    Fort Lauderdale, FL
    Miami, FL
    Miami Beach, FL
    Key Biscayne, FL
    Miami, FL
    Miami, FL
    Orlando, FL
  • 2014-05-01 → 2016-04-19
    Citigroup Global Markets Inc.
    Coral Gables, FL
    Boca Raton, FL
  • 2013-11-20 → 2014-03-26
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Miami, FL
    Miami, FL
    Miami, FL
    Miami, FL
    Coral Gables, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-16
S63 Uniform Securities Agent State Law Examination 2012-03-31
  • S65 Uniform Investment Adviser Law Examination
    2013-11-16
  • S63 Uniform Securities Agent State Law Examination
    2012-03-31
Other Names
  • Rafael Montilla
  • Rafael Ignacio Montilla
  • Rafael Montilla Montilla Castaneda
  • Rafael I Montilla

View on SEC IAPD

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EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
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