Ismael Morales

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

• 08/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 08/2021 → Present
  J.P. Morgan Securities Llc
  Dallas, TX
• 02/2020 → 05/2020
  Northwestern Mutual Investment Services, Llc
  Tyler, TX
• 10/2020 → 07/2021
  Nike
  Terrell, TX
• 08/2018 → 12/2019
  The University Of Texas At Tyler
  Tyler, TX
• 06/2018 → 03/2019
  Nike
  Tyler, TX
• 06/2015 → 08/2017
  Larson Electronics
  Kemp, TX
• 01/2020 → 05/2021
  Texas A & M University
  Commerce, TX
• 08/2017 → 12/2019
  The University Of Texas At Tyler
  Tyler, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-05-14
• S63 Uniform Securities Agent State Law Examination
  2021-11-15

Other Names

• Ismael Morales
• Ismael Morales Morales