Roberto A Arteaga Ascencio

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

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

• 05/2017 → 11/2022
  Jpmorgan Chase Bank, N.A.
  Conyers, GA
• 09/2020 → 11/2022
  J.P. Morgan Securities Llc
  Conyers, GA
• 08/2015 → 05/2017
  Georgia Perimeter College
  Covington, GA
• 11/2022 → 01/2025
  Fidelity Investments
  Atlanta, GA
• 04/2025 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 08/2017 → 12/2019
  Georgia State University
  Atlanta, GA
• 10/2014 → 05/2017
  Georgia State University
  Covington, GA
• 09/2025 → Present
  Openarc Corporate Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2025-06-26 → 2025-09-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-06-25
• S63 Uniform Securities Agent State Law Examination
  2020-12-07

Other Names

• Alexnader Arteaga Ascencio
• Alex Arteaga Acencio
• Roberto A Arteaga Acenci
• Roberto Asencio
• Roberto Arteaga Ascencio
• Roberto Alexander Arteaga Ascencio
• Roberto Alexa Arteagaascencio
• Roberto Alexan Arteagaascencio