Alfredo Ivan 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

• 12/2021 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 12/2021 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 04/2021 → 11/2021
  Pricewaterhousecoopers/Mbo Partners
  New York, NY
• 10/2015 → 09/2016
  The Chillas Law Firm
  San Diego, CA
• 07/2014 → 07/2017
  Roth Staffing Companies Lp/ Episcopal Community Services
  San Diego, CA
• 02/2015 → 10/2021
  University Of Zurich
  Zurich

Exams

• S66 Uniform Combined State Law Examination
  2022-01-04

Other Names

• Alfredo Ivan Morales
• Alfredo Ivan Morales Garcia
• Alfredo Morales