Jaime Legarreta

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

• 12/2018 → 09/2021
  Bbva Securities Inc
  San Antonio, TX
• 12/2018 → 09/2021
  Compass Bank
  Birmingham, AL
• 09/2013 → 12/2018
  Jpmorgan Chase Bank
  San Antonio, TX
• 09/2013 → 12/2018
  Jpmorgan Securities
  San Antonio, TX
• 09/2021 → 09/2022
  Pnc Investments
  New Braunfels, TX
• 11/2022 → Present
  J.P. Morgan Securities Llc
  San Antonio, TX
• 11/2022 → Present
  Jpmorgan Chase Bank (Tx)
  San Antonion, TX
• 10/2022 → 10/2022
  Unemployed
  San Antonio, TX

Previous Registrations

• 2021-11-12 → 2022-09-20
  Pnc Wealth Management Llc
  New Braunfels, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-11-12
• S63 Uniform Securities Agent State Law Examination
  2013-11-21

Other Names

• Jaime Legarreta