Marcelino Talavera

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

• 10/2021 → 01/2022
  Jpmorgan Chase Bank, N.A.
  Fallbrook, CA
• 10/2021 → 01/2022
  J.P. Morgan Securities Llc
  Fallbrook, CA
• 02/2020 → 10/2021
  Bank Of America
  Fallbrook, CA
• 06/2011 → 02/2020
  Pala Casino Spa Resort
  Pala, CA
• 01/2022 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Carlsbad, CA
• 01/2022 → 10/2024
  Bank Of America, N.A.
  Carlsbad, CA
• 10/2024 → Present
  J.P. Morgan Securities Llc
  Lake Elsinore, CA
• 10/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Lake Elsinore, CA

Previous Registrations

• 2022-06-28 → 2024-10-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Carlsbad, CA
  Fallbrook, CA
  Escondido, CA
  Fallbrook, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-06-27

Other Names

• Marcelino Talavera
• Marcelino Talavera
• Marcelino Talvera