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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:

Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-15
TX RA APPROVED 2024-11-14
  • FL RA
    APPROVED
    Since 2024-11-15
  • TX RA
    APPROVED
    Since 2024-11-14

Branch Locations

2710 South Orange Avenue, Orlando, FL 32806 • United States

4444 Curry Ford Road, Orlando, FL 32812 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 05/2022 11/2024
Slayton Wireless/Atnt Orlando FL 05/2016 05/2017
Bank Of America N.A. Orlando FL 05/2017 11/2024
Ups Orlando FL 11/2016 01/2017
Jpmorgan Chase Bank, N.A. Orlando FL 11/2024 Present
J.P. Morgan Securities Llc Orlando FL 11/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-15
  • S66 Uniform Combined State Law Examination
    2022-11-15
Other Names
  • Bruce C Alvarado
  • Bruce Alvarado
  • Bruce Carl Alvarado

View on SEC IAPD

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