Sergio Daniel Salinas

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

• 09/2021 → 07/2023
  Jpmorgan Chase Bank Na
  Houston, TX
• 12/2020 → 08/2021
  Msci
  San Pedro Garza Garcia
• 07/2019 → 12/2020
  Msci
  San Pedro Garza Garcia
• 06/2016 → 12/2020
  Instituto Tecnologico De Estudios Superiores De Monterrey
  Monterrey
• 09/2021 → 07/2023
  Jpmorgan Securities Llc
  Houston, TX
• 07/2023 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 07/2023 → Present
  Jpmorgan Chase Bank Na
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-02-23

Other Names

• Sergio Salinas
• Sergio Daniel Salinas Morales