Pedro Alaniz

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

• 10/2025 → Present
  J.P. Morgan Securities Llc
  Upland, CA
• 10/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Upland, CA
• 07/2021 → 10/2025
  Charles Schwab
  Pasadena, CA
• 11/2012 → 07/2021
  Wells Fargo
  Pasadena, CA

Previous Registrations

• 2021-08-09 → 2025-10-17
  Charles Schwab & Co., Inc.
  Pasadena, CA
• 2020-11-30 → 2021-07-30
  Wells Fargo Clearing Services, Llc
  Santa Barbara, CA
  San Luis Obispo, CA
  Ontario, CA
  Pasadena, CA
  Pasadena, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-30
• S63 Uniform Securities Agent State Law Examination
  2016-05-10

Other Names

• Pedro Alaniz