Yudel David De La Garza

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

• 02/2026 → Present
  J.P. Morgan Securities Llc
  San Antonio, TX
• 02/2026 → Present
  Jpmorgan Chase Bank, N.A.
  San Antonio, TX
• 12/2022 → 02/2026
  Merrill Lynch
  San Antonio, TX
• 03/2020 → 12/2022
  Cardavi Group Inc
  Brownsville, TX
• 10/2012 → 12/2022
  J.P. Morgan Securities Llc
  Mission, TX
• 01/2011 → 11/2022
  Jpmorgan Chase Bank
  Mission, TX
• 08/2018 → 12/2019
  Yulu
  Brownsville, TX

Previous Registrations

• 2023-05-03 → 2026-03-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
  New York, NY
  San Antonio, TX
  San Antonio, TX

Other Businesses

NAME OF OTHER BUSINESS:CARDAVI GROUP INC IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:24 KEITH LN,BROWNSVILLE,TX,78521,USA NATURE OF OTHER BUSINESS:INDUSTRIAL PACKAGING WHOLESALER FOR MANUFACTURING YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Board of Directors member START DATE OF YOUR RELATIONSHIP:2020-03-15 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Passive Investor / Board Member IS THIS A RESIDENTIAL ADDRESS?:No NAME OF OTHER BUSINESS:YULU IS THIS OTHER BUSINESS INVESTMENT RELATED?:No ADDRESS:24 KEITH LN,BROWNSVILLE,TX,78521,USA NATURE OF OTHER BUSINESS:PROVIDE SERVICE BETWEEN GOVERNMENT ENTITY AND LOW YOUR POSITION, TITLE, OR RELATIONSHIP WITH THIS OTHER BUSINESS:Board of Directors member START DATE OF YOUR RELATIONSHIP:2018-08-01 APPROXIMATE NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS:0 NUMBER OF HOURS DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:BOARD OF DIRECTORS - In charge of some the administrative work and accounting. IS THIS A RESIDENTIAL ADDRESS?:No

Exams

• S66 Uniform Combined State Law Examination
  2023-05-01
• S63 Uniform Securities Agent State Law Examination
  2012-03-26

Other Names

• Yudel David De La Garza
• Yudel D De La Garza
• David De La Garza
• Yudel David Delagarza
• Yudel D Delagarza