Jorge Alberto Chico

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

• 06/2020 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 06/2020 → Present
  Jpmorgan Securities Llc
  New York, NY
• 05/2019 → 12/2019
  Jpmorgan Chase Bank Na
  Houston, TX
• 07/2018 → 12/2018
  Merrill Lynch
  Boston, MA
• 02/2017 → 06/2018
  Boardwalk Properties
  Boston, MA
• 09/2016 → 05/2020
  Northeastern University
  Boston, MA
• 06/2010 → 08/2016
  Unemployed
  The Woodlands, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-27
• S63 Uniform Securities Agent State Law Examination
  2020-11-14

Other Names

• Jorge Chico
• Jorge Alberto Chico