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Rafael Cervelli

J.P. Morgan Securities LLC

Miami, FL

CRD 8291033

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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
FL RA APPROVED 2026-07-31
TX RA APPROVED 2026-07-30
  • FL RA
    APPROVED
    Since 2026-07-31
  • TX RA
    APPROVED
    Since 2026-07-30

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
J.P. Morgan Securities Llc Miami FL 06/2026 Present
Jpmorgan Chase Bank, N.A. Miami FL 12/2011 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-30
  • S66 Uniform Combined State Law Examination
    2026-07-30
Other Names
  • Rafael Silva Cervelli
  • Rafael Silva Cervelli

View on SEC IAPD

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