Juan Guadalupe Maldonado Moncada

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

• 08/2014 → 05/2022
  Wells Fargo Bank N.A.
  Philadelphia, PA
• 07/2017 → 06/2022
  Wells Fargo Clearing Services, Llc
  Philadelphia, PA
• 09/2014 → 12/2019
  Fleur Cinema
  Des Moines, IA
• 04/2021 → Present
  Doordash
  Philadelphia, PA
• 05/2022 → 01/2024
  Jp Morgan Chase Bank N.A.
  Philadelphia, PA
• 06/2022 → 01/2024
  Jp Morgan Securities, Llc
  Philadelphia, PA
• 01/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Newark, DE
• 01/2024 → Present
  Jp Morgan Securities, Llc
  Newark, DE

Previous Registrations

• 2017-11-07 → 2022-06-09
  Wells Fargo Clearing Services, Llc
  Des Moines, IA
  West Des Moines, IA
  Philadelphia, PA
  Wayne, PA

Other Businesses

DOORDASH; NOT INVESTMENT RELATED; PHILADELPHIA,PA; DELIVERY DRIVER; START DATE 04/10/2021; NUMBER OF HOURS PER MONTH 8; NUMBER OF HOURS DURING TRADING 0; DELIVERING FOOD TO CUSTOMERS. RENTAL PROPERTY; INVESTMENT RELATED; NEW HAMPTON,IA; 50% OWNERSHIP; START DATE 01/21/2021; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-07
• S63 Uniform Securities Agent State Law Examination
  2017-10-13

Other Names

• Juan G Maldonado
• Juan Maldonado
• Juan Guadalupe Maldonado