Yaneisy Quevedo

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-07-29
CA	RA	APPROVED	2019-07-15
FL	RA	APPROVED	2019-07-09

TX RA
APPROVED_RES

Since 2021-07-29
CA RA
APPROVED

Since 2019-07-15
FL RA
APPROVED

Since 2019-07-09

Branch Locations

11399 Bird Rd, Miami, FL 33165 • United States

13701 Sw 88Th St., Miami, FL 33186 • United States

8700 S.W. Coral Way, Miami, FL 33165 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Jpmorgan Chase Bank, N.A.	Miami	FL	08/2011	Present
J.P. Morgan Securities Llc	Miami	FL	10/2012	Present

08/2011 → Present

Jpmorgan Chase Bank, N.A.

Miami, FL
10/2012 → Present

J.P. Morgan Securities Llc

Miami, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-06-25

S66 Uniform Combined State Law Examination

2019-06-25

View on SEC IAPD