Maria Fernanda Uribe

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

• 08/2018 → 02/2022
  Morgan Stanley
  Palm Beach Gardens, FL
• 01/2012 → 08/2018
  Maria Uribe
  Palm Beach Gardens, FL
• 03/2022 → 12/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Palm Beach, FL
• 03/2022 → 12/2023
  Bank Of America, N.A.
  West Palm Beach, FL
• 12/2023 → Present
  J.P. Morgan Securities Llc
  Palm Beach, FL
• 12/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach, FL

Previous Registrations

• 2022-05-17 → 2023-12-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jupiter, FL
  West Palm Beach, FL
  Boynton Beach, FL
• 2019-01-14 → 2022-03-11
  Morgan Stanley
  Palm Beach Gardens, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-01-12

Other Names

• Maria Uribe
• Maria Fernanda Uribe
• Mariafernanda Uribe
• Maria F Uribeonofre
• Maria Fernanda Uribe
• Maria F Uribe Onofre
• Maria Fernanda Uribe Onofre