Sandra Ramos

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

• 07/2011 → 02/2019
  Oriental Financial Services Corp
  San Juan, PR
• 02/2019 → 05/2019
  Jp Morgan Securities, Llc
  Altamonte Springs, FL
• 02/2019 → 05/2019
  Jp Morgan Chase Bank, N.A.
  Altamonte Springs, FL
• 05/2019 → Present
  Jp Morgan Securities Llc
  Longwood, FL
• 05/2019 → Present
  Jp Morgan Chase Bank, N.A.
  Longwood, FL

Previous Registrations

• 2015-12-07 → 2019-03-08
  Oriental Financial Services Llc
  San Juan, PR
  Guaynabo, PR
• 2008-10-02 → 2011-07-22
  Wells Fargo Clearing Services, Llc
  Guaynabo, PR

Other Businesses

ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: RODAN & FIELDS POSITION: INDEPENDENT CONSULTANT START DATE: 3/22/2018 ADDRESS: 60 San Francisco, CA DETAILS: WWW.RODANANDFIELDS.COM. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2008-04-05
• S63 Uniform Securities Agent State Law Examination
  2002-01-23

Other Names

• Sandy Ramos
• Sandra Ramos-Betancourt
• Sandy Betancourt
• Sandy Ramos-Betancourt
• Sandy Ramos
• Sandra Ramos
• Sandra Ramos Collazo