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Gildete Holt

J.P. Morgan Securities LLC

San Diego, CA

CRD 7162211

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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-14
CA RA APPROVED 2021-01-13
  • TX RA
    APPROVED_RES
    Since 2024-12-14
  • CA RA
    APPROVED
    Since 2021-01-13

Branch Locations

5825 Balboa Ave, San Diego, CA 92111 • 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
Axa Advisors San Diego CA 08/2019 07/2020
Homemaker San Diego CA 07/2018 07/2019
Columbia University New York NY 01/2015 12/2017
Equitable Advisors, Llc San Diego CA 08/2019 07/2020
J.P. Morgan Securities Llc San Diego CA 12/2020 Present
Jpmorgan Chase Bank, N.A. San Diego CA 12/2020 Present
Homemaker San Diego CA 08/2020 11/2020
Homemaker Honolulu HI 12/2017 07/2018
  • 08/2019 → 07/2020
    Axa Advisors
    San Diego, CA
  • 07/2018 → 07/2019
    Homemaker
    San Diego, CA
  • 01/2015 → 12/2017
    Columbia University
    New York, NY
  • 08/2019 → 07/2020
    Equitable Advisors, Llc
    San Diego, CA
  • 12/2020 → Present
    J.P. Morgan Securities Llc
    San Diego, CA
  • 12/2020 → Present
    Jpmorgan Chase Bank, N.A.
    San Diego, CA
  • 08/2020 → 11/2020
    Homemaker
    San Diego, CA
  • 12/2017 → 07/2018
    Homemaker
    Honolulu, HI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-08
  • S66 Uniform Combined State Law Examination
    2019-10-08
Other Names
  • Gildete Dasilva
  • Gil Holt

View on SEC IAPD

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Nearby Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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