Best Investors Account Sign in
Claim This Profile
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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-04-22
  • CA RA
    APPROVED
    Since 2022-04-22

Branch Locations

7830 Edinger Avenue, Huntington Beach, CA 92647 • 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
Jp Morgan Chase Bank Huntington Beach CA 02/2016 05/2022
J. P. Morgan Securities Llc Huntington Beach CA 03/2016 05/2022
Jaguilar Brands, Llc. Fullerton CA 03/2019 12/2023
J.P. Morgan Securities Llc Huntington Beach CA 05/2022 Present
  • 02/2016 → 05/2022
    Jp Morgan Chase Bank
    Huntington Beach, CA
  • 03/2016 → 05/2022
    J. P. Morgan Securities Llc
    Huntington Beach, CA
  • 03/2019 → 12/2023
    Jaguilar Brands, Llc.
    Fullerton, CA
  • 05/2022 → Present
    Huntington Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-18
S63 Uniform Securities Agent State Law Examination 2012-08-29
  • S66 Uniform Combined State Law Examination
    2022-04-18
  • S63 Uniform Securities Agent State Law Examination
    2012-08-29
Other Names
  • Jorge Aguilar
  • George Aguilar
  • Jorge A Aguilar
  • Jorge Alvarez Aguilar

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Huntington Beach, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor