Joselyn Garcia

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 → Present
  J.P. Morgan Securities Llc
  San Antonio, TX
• 10/2021 → Present
  Jpmorgan Chase Bank, N.A.
  San Antonio, TX
• 02/2021 → 09/2021
  River City Federal Credit Union
  San Antonio, TX
• 05/2019 → 01/2021
  Laredo Federal Credit Union
  Laredo, TX
• 11/2018 → 04/2019
  Unemployed
  Laredo, TX
• 11/2017 → 10/2018
  Bbva
  Laredo, TX
• 06/2017 → 10/2017
  Ez Corp
  Laredo, TX
• 03/2017 → 05/2017
  Convergys
  Laredo, TX
• 10/2011 → 02/2017
  Unemployed
  Laredo, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-22
• S63 Uniform Securities Agent State Law Examination
  2022-08-19