Best Investors Account Sign in
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-10-01
  • TX RA
    APPROVED
    Since 2012-10-01

Branch Locations

200 South Tenth Street, Mcallen, TX 78501 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Mcallen TX 10/2012 Present
Blue Note Capital, Llc. Mcallen TX 06/2016 Present
Blue Note Property Management, Llc. Mcallen TX 06/2017 Present
Jrz Lures Llc Mcallen TX 03/2021 Present
Jpmorgan Chase Bank, Na. Mcallen TX 08/2005 Present
  • 10/2012 → Present
    Mcallen, TX
  • 06/2016 → Present
    Blue Note Capital, Llc.
    Mcallen, TX
  • 06/2017 → Present
    Blue Note Property Management, Llc.
    Mcallen, TX
  • 03/2021 → Present
    Jrz Lures Llc
    Mcallen, TX
  • 08/2005 → Present
    Jpmorgan Chase Bank, Na.
    Mcallen, TX
Previous Registrations
  • 2009-05-15 → 2012-10-01
    Chase Investment Services Corp.
    Mcallen, TX
    Mcallen, TX
    Mcallen, TX
Other Businesses

Entity Name: JRZ Lures LLC Investment related: N Address: McAllen, TX 78503 Nature of the other business: Fishing Lures Position/Title/Relationship: Owner and Manager Start Date: 03/10/2021 "Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 during trading Briefly describe your duties: manufactures and sells fishing lures. ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: BLUE NOTE CAPITAL, LLC. POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 6/1/2016 ADDRESS: 3905 MCALLEN, TX. DETAILS: Investment Real Estate leasing INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 4 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY WITH A NON-PUBLIC ENTITY NAME OF ENTITY: BLUE NOTE PROPERTY MANAGEMENT, LLC. POSITION: OWNER START DATE: 6/5/2017 ADDRESS: 3905, McAllen, TX DETAILS: BLUE NOTE PROPERTY MANAGEMENT LLC MANAGES THE REAL ESTATE PROPERTIES OF BLUE NOTE CAPITAL LLC. IT LISTS THE PROPERTIES THAT ARE FOR RENT, FINDS TENANTS, HANDLES MAINTENANCE AND COLLECTS RENTS FOR PROPERTIES ONLY HELD BY BLUE NOTE CAPITAL LLC. HOURS DEDICATED (per month unless otherwise indicated): 8 HOURS A MONTH, WEEKENDS ONLY HOURS DURING TRADING: 0 INVESTMENT RELATED: YES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-12
S63 Uniform Securities Agent State Law Examination 2005-11-08
  • S65 Uniform Investment Adviser Law Examination
    2009-05-12
  • S63 Uniform Securities Agent State Law Examination
    2005-11-08
Other Names
  • Jerry Juarez
  • Gerardo Juarez
  • Jerry Juarez

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mcallen, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor