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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-13
CA RA APPROVED 2023-11-06
  • TX RA
    APPROVED
    Since 2023-12-13
  • CA RA
    APPROVED
    Since 2023-11-06

Branch Locations

1790 E. Main Street, El Cajon, CA 92021 • United States

1133 Avocado Blvd, El Cajon, CA 92020 • United States

866 N. Johnson Ave, El Cajon, CA 92020 • 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
Wells Fargo Bank Na El Cajon CA 11/2016 10/2023
Wells Fargo Clearing Services, Llc El Cajon CA 05/2018 10/2023
Pdc Healthcare/Brady Worldwide Inc Valencia CA 09/2013 11/2016
J.P. Morgan Securities Llc El Cajon CA 11/2023 Present
Jpmorgan Chase Bank, N.A. El Cajon CA 11/2023 Present
Wells Fargo Clearing Services, Llc El Cajon CA 05/2018 06/2018
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-17
S63 Uniform Securities Agent State Law Examination 2018-08-30
  • S65 Uniform Investment Adviser Law Examination
    2023-06-17
  • S63 Uniform Securities Agent State Law Examination
    2018-08-30
Other Names
  • Valentin Roberts

View on SEC IAPD

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