Juan Moreira

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

• 05/2017 → 10/2017
  Unemployed
  Bronx, NY
• 12/2015 → 04/2017
  New York Life Insurance Co
  New York, NY
• 12/2015 → 04/2017
  Nylife Securities Llc
  New York, NY
• 11/2017 → 02/2021
  Jpmorgan Chase Bank Na
  New York, NY
• 11/2017 → 02/2021
  Jpmorgan Securities Llc
  New York, NY
• 09/2021 → Present
  Jpmorgan Securities Llc
  Jersey City, NJ
• 02/2021 → 08/2021
  Santander Bank Na
  New York, NY

Other Businesses

Entity Name: DoorDash Investment related: No Address: https://dasher.doordash.com/en-us Nature of the other business: Food Delivery Position/Title/Relationship: Employee/Contractor Start Date: 03/14/2025 Approximate # of hours a Week: 10-20 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Delivery Services company. I deliver food and other goods to customers.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-13
• S63 Uniform Securities Agent State Law Examination
  2017-12-12

Other Names

• Moreira C Juan
• Juan Carlos Moreira