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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
TX RA APPROVED_RES 2022-01-26
FL RA APPROVED 2019-10-11
  • TX RA
    APPROVED_RES
    Since 2022-01-26
  • FL RA
    APPROVED
    Since 2019-10-11

Branch Locations

8784 Sunset Drive, Miami, FL 33173 • United States

9501 W. Flagler Street, Miami, FL 33174 • United States

10690 W Flagler St, Sweetwater, FL 33174 • 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 Na Miami FL 08/2010 10/2019
J.P. Morgan Securities Llc Miami FL 10/2012 10/2019
J.P. Morgan Securieies, Llc Miami FL 10/2019 Present
  • 08/2010 → 10/2019
    Jpmorgan Chase Bank Na
    Miami, FL
  • 10/2012 → 10/2019
    Miami, FL
  • 10/2019 → Present
    J.P. Morgan Securieies, Llc
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-05
S63 Uniform Securities Agent State Law Examination 2009-07-22
  • S66 Uniform Combined State Law Examination
    2019-09-05
  • S63 Uniform Securities Agent State Law Examination
    2009-07-22
Other Names
  • Gisell Vidal
  • Gissell Vidal
  • Gissell Garcia Vidal

View on SEC IAPD

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