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Juan C Lopez

J.P. Morgan Securities LLC

West Palm Beach, FL

Lake Worth, FL

West Palm Beach, FL

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Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-05
TX RA APPROVED 2023-10-04
  • FL RA
    APPROVED
    Since 2023-10-05
  • TX RA
    APPROVED
    Since 2023-10-04

Branch Locations

343 Southern Blvd., West Palm Beach, FL 33405 • United States

2603 10Th Ave North, Lake Worth, FL 33461 • United States

930 S. Military Trail, West Palm Beach, FL 33415 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 11/2019 09/2023
Bank Of America, N.A. Palm Beach FL 11/2019 09/2023
United States Navy Norfolk VA 04/2018 10/2019
Bank Of America West Palm Beach FL 08/2015 03/2018
J.P. Morgan Securities Llc West Palm Beach FL 09/2023 Present
Jpmorgan Chase Bank, N.A. West Palm Beach FL 09/2023 Present
  • 11/2019 → 09/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Palm Beach, FL
  • 11/2019 → 09/2023
    Bank Of America, N.A.
    Palm Beach, FL
  • 04/2018 → 10/2019
    United States Navy
    Norfolk, VA
  • 08/2015 → 03/2018
    Bank Of America
    West Palm Beach, FL
  • 09/2023 → Present
    J.P. Morgan Securities Llc
    West Palm Beach, FL
  • 09/2023 → Present
    Jpmorgan Chase Bank, N.A.
    West Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-18
  • S66 Uniform Combined State Law Examination
    2020-06-18
Other Names
  • Juan Lopez
  • Juan C Lopez
  • Juan Lopez
  • Juan Carlos Lopez

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
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