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John Montalvo

J.P. Morgan Securities LLC

Austin, TX

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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 2023-06-05
  • TX RA
    APPROVED
    Since 2023-06-05

Branch Locations

15004 Avery Ranch Blvd, Austin, TX 78717 • 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 Austin TX 06/2016 10/2022
Wells Fargo Clearing Services, Llc Austin TX 02/2019 10/2022
Darden Restaurants, Inc. Austin TX 12/2018 04/2019
H-E-B, Lp Austin TX 07/2017 09/2017
Jpmorgan Chase Bank (Tx) Austin TX 05/2023 Present
J.P. Morgan Securities Llc Austin TX 05/2023 Present
Unemployed Austin TX 11/2022 04/2023
  • 06/2016 → 10/2022
    Wells Fargo Bank, Na
    Austin, TX
  • 02/2019 → 10/2022
    Wells Fargo Clearing Services, Llc
    Austin, TX
  • 12/2018 → 04/2019
    Darden Restaurants, Inc.
    Austin, TX
  • 07/2017 → 09/2017
    H-E-B, Lp
    Austin, TX
  • 05/2023 → Present
    Jpmorgan Chase Bank (Tx)
    Austin, TX
  • 05/2023 → Present
    J.P. Morgan Securities Llc
    Austin, TX
  • 11/2022 → 04/2023
    Unemployed
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-02
S63 Uniform Securities Agent State Law Examination 2019-06-11
  • S65 Uniform Investment Adviser Law Examination
    2019-07-02
  • S63 Uniform Securities Agent State Law Examination
    2019-06-11
Other Names
  • John Montalvo
  • John Manuel Montalvo

View on SEC IAPD

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