Adriana Munoz

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

• 10/2010 → 11/2023
  Wells Fargo Bank, N.A.
  Takoma Park, PA
• 01/2014 → 11/2023
  Wells Fargo Clearing Services, Llc
  Takoma Park, MD
• 04/2024 → 05/2025
  Truist Investment Services, Inc.
  Silver Spring, MD
• 04/2024 → 05/2025
  Truist Advisory Services, Inc.
  Silver Spring, MD
• 04/2024 → 05/2025
  Truist Bank
  Silver Spring, MD
• 06/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Washington, DC
• 06/2025 → Present
  J.P. Morgan Securities Llc
  Washington, DC
• 12/2023 → 03/2024
  Unemployed
  Silver Spring, MD

Previous Registrations

• 2024-04-05 → 2025-05-15
  Truist Advisory Services, Inc.
  Silver Spring, MD
  Silver Spring, MD
• 2014-08-18 → 2023-11-29
  Wells Fargo Clearing Services, Llc
  Takoma Park, MD
  Columbia, MD
  Bethesda, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-31
• S63 Uniform Securities Agent State Law Examination
  2014-04-21

Other Names

• Adriana M Munoz
• Adriana Sastoque Cardozo
• Adriana Marcela Munoz