Isabel R Beltran

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

• 04/2010 → 01/2020
  Jp Morgan Chase Bank Na
  Houston, TX
• 10/2012 → 01/2020
  J.P. Morgan Securities Llc
  Kingwood, TX
• 02/2020 → 03/2020
  Unemployed
  Humble, TX
• 04/2020 → 08/2021
  Bbva Securities Inc
  Kingwood, TX
• 04/2021 → 08/2021
  Pnc Managed Account Solutions, Inc.
  Kingwood, TX
• 09/2021 → Present
  Jp Morgan Chase Bank, N.A.
  Humble, TX
• 09/2021 → Present
  J.P. Morgan Securities, Llc
  Humble, TX

Previous Registrations

• 2021-05-03 → 2021-08-23
  Pnc Managed Account Solutions, Inc.
  Kingwood, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-28
• S63 Uniform Securities Agent State Law Examination
  2010-07-12

Other Names

• Isabel Rebecca Espinosa
• Isabel R Beltran
• Isabel R Espinosa
• Becky Beltran