Yerel Saldivar Morales

Current Employers

Employment History

• 08/2016 → 04/2017
  Ae Wealth Management Llc
  Ontario, CA
• 04/2016 → 03/2017
  Diversified Wealth Group, Llc
  Ontario, CA
• 03/2017 → 03/2017
  Motiv8 Investments Llc
  Ontario, CA
• 04/2017 → 11/2017
  Legacy Investment Services, Llc
  Rancho Cucamonga, CA
• 03/2017 → 10/2017
  Legacy Financial & Insurance Services
  Rancho Cucamonga, CA
• 11/2017 → Present
  J.P. Morgan Securities Llc
  Hesperia, CA
• 11/2017 → Present
  Jpmorgan Chase Bank, N.A.
  Hesperia, CA
• 09/2025 → Present
  North Star Procurement Group, Llc
  Hesperia, CA

Previous Registrations

• 2017-04-07 → 2017-12-04
  Legacy Investment Services, Llc
  Rancho Cucamonga, CA
• 2017-03-24 → 2017-04-26
  Motiv8 Investments Llc
  Ontario, CA
• 2016-08-31 → 2017-04-06
  Ae Wealth Management, Llc
  Ontario, CA
• 2013-11-22 → 2016-07-12
  Evermont Wealth
  Claremont, CA
• 2013-03-20 → 2013-11-20
  Legacy Investment Services, Llc
  Rancho Cucamonga, CA

Other Businesses

Entity Name: North Star Procurement Group, LLC Investment related: No Address: Private Residence Nature of the other business: Government Procurement Position/Title/Relationship: Owner/Partner Start Date: 09/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: North star Procurement Group, LLC is a small business specializing in federal, state, and local government procurement. The company identifies, bids on, and fulfills supple contracts by sourcing goods and services from approved vendors. my responsibilities are limited to ownership and oversight of business strategy and compliance. i will not provide financial services, nor will i solicit or engage JP Morgan Chase clients. This business is entirely separate from my role at the firm.

Exams

• S66 Uniform Combined State Law Examination
  2018-01-30
• S65 Uniform Investment Adviser Law Examination
  2013-03-15

Other Names

• Yerel S Morales