Best Investors Account Sign in

Valerie Avila

J.P. Morgan Securities LLC

The Woodlands, TX

Plano, TX

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-20
  • TX RA
    APPROVED
    Since 2022-12-20

Branch Locations

9590 Six Pines Dr, The Woodlands, TX 77380 • United States

8181 Communications Pkwy Ste A, Floor 04, Plano, TX 75024-0242 • 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
Jpmorgan Chase Bank, N.A. The Woodlands TX 04/2009 Present
J.P. Morgan Securities Llc The Woodlands TX 09/2018 Present
  • 04/2009 → Present
    Jpmorgan Chase Bank, N.A.
    The Woodlands, TX
  • 09/2018 → Present
    J.P. Morgan Securities Llc
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-20
S63 Uniform Securities Agent State Law Examination 2019-01-23
  • S66 Uniform Combined State Law Examination
    2022-12-20
  • S63 Uniform Securities Agent State Law Examination
    2019-01-23

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor