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Luis Fernandez De Santaella

J.P. Morgan Securities LLC

New York, NY

CRD 7994638

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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
NY RA APPROVED 2024-12-18
TX RA APPROVED 2024-12-18
  • NY RA
    APPROVED
    Since 2024-12-18
  • TX RA
    APPROVED
    Since 2024-12-18

Branch Locations

270 Park Avenue 22Nd Floor, New York, NY 10017 • 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. Madrid 06/2021 09/2024
J.P. Morgan Securities Llc New York NY 10/2024 Present
Jpmorgan Chase Bank, N.A. Madrid 07/2020 08/2020
Cassiopea Partners Milan 09/2019 05/2020
Andbank Madrid 06/2019 08/2019
University College London London 09/2017 06/2021
Unemployed Madrid 10/2014 08/2017
  • 06/2021 → 09/2024
    Jpmorgan Chase Bank, N.A.
    Madrid
  • 10/2024 → Present
    New York, NY
  • 07/2020 → 08/2020
    Jpmorgan Chase Bank, N.A.
    Madrid
  • 09/2019 → 05/2020
    Cassiopea Partners
    Milan
  • 06/2019 → 08/2019
    Andbank
    Madrid
  • 09/2017 → 06/2021
    University College London
    London
  • 10/2014 → 08/2017
    Unemployed
    Madrid
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-18
  • S66 Uniform Combined State Law Examination
    2024-12-18
Other Names
  • Luis Fernandez De Santaella
  • Luis Maria Fernandez De Santaella

View on SEC IAPD

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