Jose Luis Rodriguez Arizpe

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

• 10/2022 → Present
  Jpmorgan Chase Bank, Na
  Houston, TX
• 10/2022 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 07/2018 → 05/2022
  Metacap Asesores Independientes De Inversion
  Monterrey
• 06/2015 → 07/2018
  Vector Casa De Bolsa
  Monterrey
• 06/2022 → 09/2022
  Unemployed
  Monterrey

Exams

• S66 Uniform Combined State Law Examination
  2023-02-06

Other Names

• Jose Luis Rodriguez Arizpe