Miguel Nunez

Current Employers

Employment History

• 09/2009 → 01/2018
  Jpmorgan Chase Bank N.A
  New York, NY
• 10/2012 → 04/2018
  J.P. Morgan Securities Llc
  New York, NY
• 01/2018 → 04/2018
  Jpmorgan Chase Bank, N.A.
  Bronx, NY
• 04/2018 → 08/2020
  Jpmorgan Chase Bank, Na
  Bronx, NY
• 04/2018 → 08/2020
  Jp Morgan Securities Llc
  Bronx, NY
• 08/2020 → Present
  Nunez Wealth Management
  Bronx, NY
• 08/2020 → Present
  Cetera Advisors Llc
  Denver, CO
• 07/2016 → Present
  N/A
  Bronx, NY
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-09-09 → 2020-08-28
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  New York, NY
  Bronx, NY
  Bronx, NY

Other Businesses

1) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: 939 E 218TH ST, 2ND FLOOR, BRONX, NY 10469 NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 07/2016 POSITION/TITLE/RELATIONSHIP: LANDLORD / OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES ; 2) NAME OF OTHER BUSINESS: NUNEZ WEALTH MANAGEMENT INC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 8/2022 POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT & TAX PREPARATION SERVICES. FINANCIAL PLANNING 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 4/2021; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 4) NAME OF OTHER BUSINESS: MIGUEL NUNEZ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 6/2021; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: ASSIST CLIENTS WITH BUYING AND SELLING HOMES, AS WELL AS HOUSING RENTALS; 5) NAME OF OTHER BUSINESS: NUNEZ WEALTH MANAGEMENT INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION; START DATE: 08/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: PROVIDE INCOME TAX PREPARATION SERVICES SUCH AS FILING TAX RETURNS AND/OR ASSIST WITH ANY PERSONAL AND BUSINESS TAX RETURNS/LIABILITIES;

Exams

• S66 Uniform Combined State Law Examination
  2014-08-29
• S63 Uniform Securities Agent State Law Examination
  2009-10-19

Other Names

• Ariel Osoria
• Miguel A Nunez