Victor Acevedo

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

• 06/2007 → 07/2018
  Union Bank
  Hollister, CA
• 06/2011 → 07/2018
  Unionbanc Investment Services, Llc
  Hollister, CA
• 07/2018 → 08/2021
  J.P. Morgan Securities Llc
  Gilroy, CA
• 07/2018 → 08/2021
  Jpmorgan Chase Bank, N.A.
  Gilroy, CA
• 08/2021 → Present
  Jpmorgan Chase Bank, N.A.
  San Jose, CA
• 08/2021 → Present
  J.P. Morgan Securities Llc
  San Jose, CA

Previous Registrations

• 2018-06-21 → 2018-07-09
  U.S. Bancorp Advisors, Llc
  Hollister, CA
  Hollister, CA
  Gilroy, CA
  Hollister, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-21
• S63 Uniform Securities Agent State Law Examination
  2011-08-23

Other Names

• Victor Acevedo
• Victor Hugo Acevedo