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Juan Andres Cristobal Lewin Ojeda

J.P. Morgan Securities LLC

Miami, FL

CRD 7229653

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-22
  • NY RA
    APPROVED
    Since 2026-07-22

Branch Locations

1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Na Miami FL 02/2020 Present
Jpmorgan Securities Llc Miami FL 02/2020 Present
Jpmc Bank - Santiago Branch Santiago 06/2016 06/2017
Jpmc Bank - Santiago Branch Santiago 05/2018 01/2020
Banco Bice Santiago 09/2017 05/2018
Unemployed Santiago 07/2017 08/2017
  • 02/2020 → Present
    Jpmorgan Chase Bank Na
    Miami, FL
  • 02/2020 → Present
    Jpmorgan Securities Llc
    Miami, FL
  • 06/2016 → 06/2017
    Jpmc Bank - Santiago Branch
    Santiago
  • 05/2018 → 01/2020
    Jpmc Bank - Santiago Branch
    Santiago
  • 09/2017 → 05/2018
    Banco Bice
    Santiago
  • 07/2017 → 08/2017
    Unemployed
    Santiago
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-24
S63 Uniform Securities Agent State Law Examination 2020-05-20
  • S65 Uniform Investment Adviser Law Examination
    2025-10-24
  • S63 Uniform Securities Agent State Law Examination
    2020-05-20
Other Names
  • Juan Andres Cristobal Lewin

View on SEC IAPD

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