Ivan Valadez

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

• 03/2015 → 11/2016
  Wells Fargo Advisors, Llc
  San Antonio, TX
• 03/2015 → 09/2018
  Wells Fargo Bank, Na
  San Antonio, TX
• 11/2016 → 09/2018
  Wells Fargo Clearing Services, Llc
  San Antonio, TX
• 09/2018 → Present
  Jp Morgan Securities, Llc
  San Antonio, TX
• 09/2018 → Present
  Jp Morgan Chase Bank, N.A.
  San Antonio, TX

Previous Registrations

• 2015-06-22 → 2018-09-12
  Wells Fargo Clearing Services, Llc
  San Antonio, TX
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2015-06-22
• S63 Uniform Securities Agent State Law Examination
  2009-06-12