Jose Elias Abdala Marquez

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

• 07/2020 → Present
  Jpmorgan Chase Bank Na
  Houston, TX
• 07/2020 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 01/2019 → 07/2019
  Investar Capital
  Irving, TX
• 10/2016 → 07/2017
  British American Tobacco
  Monterrey
• 08/2015 → 12/2019
  Tecnologico De Monterrey
  San Pedro Garza Garcia Nuevo Leon
• 01/2020 → 06/2020
  Unemployed
  Merida

Exams

• S66 Uniform Combined State Law Examination
  2025-10-24
• S63 Uniform Securities Agent State Law Examination
  2020-10-02

Other Names

• Jose Elias Abdala
• Jose Elias Abdala Marquez