Paulo Mombach

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

• 03/2020 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2019 → 02/2020
  Rick Case Honda
  Davie, FL
• 04/2019 → 06/2019
  Toyota Of Deerfield Beach
  Deerfield Beach, FL
• 01/2018 → 03/2019
  Unemployed
  Weston, FL
• 12/2014 → 12/2017
  Pedra De Inoa Participacoes Ltda
  Rio De Janeiro
• 03/2020 → 09/2021
  Equitable Advisors, Llc
  New York, NY
• 09/2021 → 02/2023
  Morgan Stanley
  Aventura, FL
• 02/2023 → Present
  Jpmorgan Chase Bank Na
  Miami, FL
• 02/2023 → Present
  Jpmorgan Securities Llc
  Miami, FL

Previous Registrations

• 2021-10-04 → 2023-02-10
  Morgan Stanley
  Aventura, FL
• 2021-01-21 → 2021-09-17
  Equitable Advisors, Llc
  Ft. Lauderdale, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-01-11

Other Names

• Paulo Vitor Couto Mombach
• Paulo Mombach
• Paulo Vitor C Mombach
• Paulo Mombach
• Paulo Vitor Couto Mombach
• Paulo Couto Mombach
• Paulo Vitor C Mombach