Erik De Jesus Jaques Rosales

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

• 03/2026 → Present
  Jpmorgan Chase Bank, N.A.
  Elkhart, IN
• 03/2026 → Present
  J.P. Morgan Securities Llc
  Elkhart, IN
• 01/2026 → 03/2026
  Unemployed
  Elkhart, IN
• 04/2017 → 12/2025
  Pnc Bank
  Elkhart, IN
• 08/2014 → 03/2017
  Hms Host Inc., Starbucks, Burger King, Travel Mart
  Elkhart, IN

Previous Registrations

• 2025-10-15 → 2026-01-02
  Pnc Wealth Management Llc
  Elkhart, IN

Exams

• S66 Uniform Combined State Law Examination
  2025-10-15

Other Names

• Erik Jaques Rosales
• Erik D Jaques
• Erik Jaques
• Erik Jaquesrosales
• Erik De Jesus Jaques Rosales
• Erik D Jaques Rosales