Juan C Lopez

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2020-06-23 → 2023-10-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Springs, FL
  Palm Springs, FL
  Palm Beach Gardens, FL
  Lake Worth, FL
  New York, NY
  Royal Palm Beach, FL
  Jupiter, FL
  Jupiter, FL
  Stuart, FL
  Stuart, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-06-18

Other Names

• Juan Lopez
• Juan C Lopez
• Juan Lopez
• Juan Carlos Lopez