Gee Gee Quinones

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

• 04/2016 → 03/2020
  Wells Fargo Clearing Services, Llc
  San Antonio, TX
• 06/2020 → Present
  J.P. Morgan Securities Llc
  San Antonio, TX
• 04/2016 → 03/2020
  Wells Fargo Na
  San Antonio, TX
• 12/2016 → 10/2019
  Mass Mutual Life Insurance Co
  San Antonio, TX
• 04/2020 → 05/2020
  Unemployed
  San Antonio, TX
• 02/2023 → Present
  Valencia Estates Llc
  San Antonio, TX

Previous Registrations

• 2016-04-19 → 2020-03-17
  Wells Fargo Clearing Services, Llc
  San Antonio, TX
• 2013-12-16 → 2015-02-11
  J.P. Morgan Securities Llc
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2011-05-12 → 2013-12-13
  Usaa Financial Planning Services
  San Antonio, TX

Other Businesses

Entity Name: Valencia Estates LLC Investment related: No Address: 7550 I-10 Suite 800 San Antonio, TX 78229 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 02/27/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the owner/manager of the business. I will be buying, holding, managing, and selling real estates properties.

Exams

• S66 Uniform Combined State Law Examination
  2011-04-29

Other Names

• Gigi Quinones