Juan Francisco Martin

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

• 09/2015 → 05/2022
  Wells Fargo Bank, Na
  Downey, CA
• 09/2015 → 05/2022
  Wells Fargo Clearing Services, Llc
  Downey, CA
• 05/2022 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 05/2023 → Present
  J.P. Morgan Securities Llc
  El Monte, CA
• 05/2023 → Present
  Jpmorgan Chase Bank, N.A.
  El Monte, CA
• 05/2022 → 05/2023
  Bank Of America
  Los Angeles, CA

Previous Registrations

• 2022-07-26 → 2023-05-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  Los Angeles, CA
  Santa Clarita, CA
• 2021-12-09 → 2022-05-19
  Wells Fargo Clearing Services, Llc
  El Segundo, CA
  Downey, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-12-08

Other Names

• Juan F Martin
• Juan Martin
• Francisco Martin
• Juan Francisco Martin Lomeli