Jose Miguel Ordonez Coronel

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

• 11/2020 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 11/2020 → Present
  Jpmorgan Securities Llc
  New York, NY
• 03/2016 → 10/2020
  Jpmorgan Servicios Sa
  Mexico City
• 05/2024 → Present
  Seven Investments International, Llc
  Coconut Grove, FL

Other Businesses

Entity Name: Seven Investments International, LLC Investment related: No "Address: 2397 SW 27 Avenue No. 107 Coconut Grove, FL 33133" Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Created an LLC with some business partners with the purpose of investing in real estate (buying and selling properties). I will be serving as the manager of the LLC but will not be directly involved in the business operation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-22
• S63 Uniform Securities Agent State Law Examination
  2021-02-09

Other Names

• Miguel Ordonez
• Jose Miguel Ordonez Coronel