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Fabian Montoya

J.P. Morgan Securities LLC

Westerville, OH

Chicago, IL

Cicero, IL

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-04-15
  • IL RA
    APPROVED
    Since 2026-04-15

Branch Locations

370 S Cleveland Ave, Westerville, OH 43081 • United States

10 S Dearborn St Floor 11, Chicago, IL 60603 • United States

Cicero, IL • 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
E*Trade Securities Llc Chicago IL 07/2021 04/2022
State Farm Berwyn IL 03/2021 06/2021
Lloyd Agencies Shaumburg IL 06/2016 02/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 07/2022 11/2022
J.P. Morgan Securities Llc Chicago IL 04/2023 Present
Unemployed Cicero IL 05/2022 06/2022
Unemployed Cicero IL 12/2022 03/2023
  • 07/2021 → 04/2022
    E*Trade Securities Llc
    Chicago, IL
  • 03/2021 → 06/2021
    State Farm
    Berwyn, IL
  • 06/2016 → 02/2021
    Lloyd Agencies
    Shaumburg, IL
  • 07/2022 → 11/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 04/2023 → Present
    J.P. Morgan Securities Llc
    Chicago, IL
  • 05/2022 → 06/2022
    Unemployed
    Cicero, IL
  • 12/2022 → 03/2023
    Unemployed
    Cicero, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-05
S63 Uniform Securities Agent State Law Examination 2022-11-21
  • S65 Uniform Investment Adviser Law Examination
    2024-10-05
  • S63 Uniform Securities Agent State Law Examination
    2022-11-21

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP. · Westerville, OH
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LPL FINANCIAL LLC · WESTERVILLE, OH
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