Ursuline H Azul

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

• 09/2008 → 08/2017
  Jpmorgan Chase Bank
  Victorville, CA
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Apple Valley, CA
• 08/2017 → Present
  Jp Morgan Chase Bank, N.A.
  Apple Valley, CA

Previous Registrations

• 2012-03-05 → 2012-10-01
  Chase Investment Services Corp.
  Victorville, CA
  Barstow, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-03-01
• S63 Uniform Securities Agent State Law Examination
  2009-07-25

Other Names

• Ursuline Chiu Hontanosas
• Ursuline Hontanosas Azul