Barbara Maria Salas Beltran

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

• 07/2022 → Present
  Jpmorgan Chase Bank
  Houston, TX
• 07/2022 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 01/2020 → 03/2020
  Iowa State Housing
  Ames, IA
• 12/2021 → 01/2022
  Iowa State
  Ames, IA
• 12/2020 → 01/2021
  Iowa State
  Ames, IA
• 01/2019 → 05/2019
  Iowa State Dining
  Ames, IA
• 01/2017 → 05/2018
  St Paul's Episcopal
  Mobile, AL
• 06/2021 → 08/2021
  Wells Fargo, Na
  Chicago, IL
• 07/2012 → 01/2017
  Unemployed
  Mobile, AL
• 01/2022 → 07/2022
  Unemployed
  Mobile, AL
• 06/2019 → 07/2019
  St. Paul's Episcopal School
  Mobile, AL
• 06/2018 → 01/2019
  Unmployed
  Mobile, AL
• 08/2019 → 12/2019
  Iowa State Dining
  Ames, IA
• 03/2020 → 06/2020
  Unemployed
  Mobile, AL
• 06/2020 → 12/2021
  Iowa State
  Ames, IA
• 08/2020 → 05/2021
  Iowa State Housing
  Ames, IA
• 08/2021 → 12/2021
  Iowa State Housing
  Ames, IA

Exams

• S66 Uniform Combined State Law Examination
  2022-10-18

Other Names

• Barbara Maria Salas-Beltran