Mariela Palacios

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

• 09/2020 → 04/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Hills Estates, CA
• 02/2020 → 08/2020
  Unemployed
  Los Angeles, CA
• 06/2019 → 01/2020
  Michael Page
  Century City, CA
• 01/2016 → 06/2019
  Automatic Data Processor/Adp
  Woodland Hills, CA
• 09/2020 → 04/2024
  Bank Of America, N.A.
  Rolling Hills Estates, CA
• 05/2024 → Present
  J.P. Morgan Securities Llc
  Altadena, CA
• 05/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Altadena, CA

Previous Registrations

• 2021-06-14 → 2024-05-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Hills Estates, CA
  New York, NY
  Newport Beach, CA
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-06-11

Other Names

• Mariela E Palacios
• Mariela Palacios
• Mariela Elisah Palacios