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Jorge Herrera

J.P. Morgan Securities LLC

Grayslake, IL

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-09-19
TX RA APPROVED 2024-09-19
  • IL RA
    APPROVED
    Since 2024-09-19
  • TX RA
    APPROVED
    Since 2024-09-19

Branch Locations

975 E. Belvidere Road, Grayslake, IL 60030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade/Charles Schwab Chicago IL 01/2022 08/2022
Cdw, Llc Chicago IL 02/2020 05/2021
Illinois Energy Windows & Sidding Lisle IL 10/2018 03/2019
Tcf Financial Corp/Tcf Bank Jefferson Park IL 10/2017 10/2018
Illinois Energy Windows & Siding Lisle IL 10/2015 08/2017
Morgan Stanley Chicago IL 08/2022 09/2024
Morgan Stanley Private Bank, N.A New York NY 08/2022 09/2024
J.P. Morgan Securities Llc Grayslake IL 09/2024 Present
Jpmorgan Chase Bank, N.A. Grayslake IL 09/2024 Present
Td Ameritrade, Inc. Chicago IL 01/2022 08/2022
University Of Illinois At Chicago Chicago IL 01/2018 12/2019
Creative Analytical Idealist X Llc Glendale Heights IL 05/2019 05/2024
Unemployed Marengo IL 09/2017 09/2017
Nori's Sushi Chicago IL 09/2017 09/2017
  • 01/2022 → 08/2022
    Td Ameritrade/Charles Schwab
    Chicago, IL
  • 02/2020 → 05/2021
    Cdw, Llc
    Chicago, IL
  • 10/2018 → 03/2019
    Illinois Energy Windows & Sidding
    Lisle, IL
  • 10/2017 → 10/2018
    Tcf Financial Corp/Tcf Bank
    Jefferson Park, IL
  • 10/2015 → 08/2017
    Illinois Energy Windows & Siding
    Lisle, IL
  • 08/2022 → 09/2024
    Morgan Stanley
    Chicago, IL
  • 08/2022 → 09/2024
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 09/2024 → Present
    J.P. Morgan Securities Llc
    Grayslake, IL
  • 09/2024 → Present
    Jpmorgan Chase Bank, N.A.
    Grayslake, IL
  • 01/2022 → 08/2022
    Td Ameritrade, Inc.
    Chicago, IL
  • 01/2018 → 12/2019
    University Of Illinois At Chicago
    Chicago, IL
  • 05/2019 → 05/2024
    Creative Analytical Idealist X Llc
    Glendale Heights, IL
  • 09/2017 → 09/2017
    Unemployed
    Marengo, IL
  • 09/2017 → 09/2017
    Nori's Sushi
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-31
S63 Uniform Securities Agent State Law Examination 2022-06-01
  • S65 Uniform Investment Adviser Law Examination
    2022-08-31
  • S63 Uniform Securities Agent State Law Examination
    2022-06-01

View on SEC IAPD

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LPL FINANCIAL LLC · GRAYSLAKE, IL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Grayslake, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GRAYSLAKE, IL
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