Jose D Guevara

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

• 05/2015 → 04/2021
  J.P Morgan Securities Llc
  San Leandro, CA
• 05/2015 → 04/2021
  J.P Morgan Chase Bank
  San Leandro, CA
• 10/2018 → 02/2020
  D'MEnte Muzik
  Union City, CA
• 06/2020 → 12/2021
  Amity Green, Llc.
  Hayward, CA
• 03/2022 → Present
  Jara & Guevara, Llc
  Wesley Chapel, FL
• 04/2022 → 01/2023
  Jara & Guevara, Llc
  Wesley Chapel, FL
• 04/2021 → 08/2021
  Jp Morgan Securities Llc
  Hayward, CA
• 08/2021 → 06/2022
  Jp Morgan Securities Llc
  Riverview, FL
• 07/2023 → Present
  Jp Morgan Chase Bank, N.A
  Tampa, FL
• 07/2023 → Present
  Jp Morgan Securities Llc
  Tampa, FL

Other Businesses

Entity Name: JARA & GUEVARA, LLC Investment related: No Address: 29229 Bridseye CT. Wesley Chapel, FL 33543 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/07/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: its an LLC to hold my rental properties. no day to day activities. this will have a property that i currently own and any other future properties I buy Entity Name: Rental Property Investment related: No Address: 6384 skyline ct. Spring hill, FL 34606 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 04/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: this will be a long term lease. will be under property management company ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 10/1/2018 ADDRESS: 7744 WEEKI WACHEE, FL. DETAILS: Rental property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 5HR PER MONTH HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2021-08-05
• S63 Uniform Securities Agent State Law Examination
  2015-07-08

Other Names

• Jose D Guevara Hidalgo
• Jose D Guevara
• Jose De La Paz Guevara
• Jose Guevara
• Jose De La Paz Guevara Hidalgo