Jorge A Villarreal

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

• 09/2015 → 07/2023
  Wells Fargo Bank, Na
  Deer Park, TX
• 05/2018 → 07/2023
  Wells Fargo Clearing Services, Llc
  Deer Park, TX
• 07/2023 → Present
  Jpmorgan Chase Bank Na
  Houston, TX
• 07/2023 → Present
  Jpmorgan Securities Llc
  Houston, TX
• 05/2024 → Present
  Bs Restaurants Inc Dba Winters
  Pasadena, TX

Previous Registrations

• 2018-09-14 → 2023-07-11
  Wells Fargo Clearing Services, Llc
  Deer Park, TX
  Houston, TX
  Houston, TX
  Seabrook, TX

Other Businesses

Entity Name: BS Restaurants Inc DBA Winters Investment related: No Address: 6915 Spencer Hwy Suite 103, Pasadena, TX 77505 Nature of the other business: Restaurant Position/Title/Relationship: Owner/Partner Start Date: 05/14/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Personal Investment in local performance shows. Investments are made towards the booking costs of specific shows/performers at this venue and in returns will be paid out based equitable investment percentage. I will have no active role or decision making as a passive investor. Each show will be its own individual contract between myself and the owner. No relations to the overall operations of the business. The owner does have business accounts with Chase, but does not relate to my job. Rental Property; Not investment related; Pasadena, TX; Owner; 03/2023; 5 hrs/month; 0 hrs during securities trading hrs; Landlord.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-06
• S63 Uniform Securities Agent State Law Examination
  2018-08-10

Other Names

• Jorge Villarreal
• Jorge Allen Villarreal