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Alan Moises Lerner Guenun

J.P. Morgan Securities LLC

Miami, FL

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-27
TX RA APPROVED 2024-09-26
  • FL RA
    APPROVED
    Since 2024-09-27
  • TX RA
    APPROVED
    Since 2024-09-26

Branch Locations

1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Partners Capital Management, Llc New York NY 07/2020 03/2023
Unemployed New York NY 01/2020 06/2020
Ourcrowd New York NY 01/2019 12/2019
Credit Suisse Zurich 09/2015 05/2017
New York University New York NY 09/2017 01/2019
Gyl Financial Synergies, Llc Miami FL 03/2023 03/2024
Jpmorgan Chase Bank, N.A. Miami FL 09/2024 Present
J.P. Morgan Securities Llc Miami FL 09/2024 Present
Aleph Trade & Investments S.L. Madrid 06/2017 12/2018
Unemployed Miami FL 04/2024 09/2024
  • 07/2020 → 03/2023
    Financial Partners Capital Management, Llc
    New York, NY
  • 01/2020 → 06/2020
    Unemployed
    New York, NY
  • 01/2019 → 12/2019
    Ourcrowd
    New York, NY
  • 09/2015 → 05/2017
    Credit Suisse
    Zurich
  • 09/2017 → 01/2019
    New York University
    New York, NY
  • 03/2023 → 03/2024
    Gyl Financial Synergies, Llc
    Miami, FL
  • 09/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Miami, FL
  • 09/2024 → Present
    J.P. Morgan Securities Llc
    Miami, FL
  • 06/2017 → 12/2018
    Aleph Trade & Investments S.L.
    Madrid
  • 04/2024 → 09/2024
    Unemployed
    Miami, FL
Previous Registrations
  • 2023-04-04 → 2024-04-02
    Gyl Financial Synergies, Llc
    Miami, FL
    West Hartford, CT
  • 2020-11-06 → 2023-03-28
    Financial Partners Capital Management, Llc
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-20
S65 Uniform Investment Adviser Law Examination 2020-07-01
  • S63 Uniform Securities Agent State Law Examination
    2024-11-20
  • S65 Uniform Investment Adviser Law Examination
    2020-07-01
Other Names
  • Alan Lerner
  • Alan Moises Lerner Guenun

View on SEC IAPD

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