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Jake Juarez

J.P. Morgan Securities LLC

Leawood, KS

CRD 6448830

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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
KS RA APPROVED 2026-08-05
  • KS RA
    APPROVED
    Since 2026-08-05

Branch Locations

4700 W 119Th St, Leawood, KS 66209 • 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
Jp Morgan Securities Llc Elgin IL 02/2015 01/2018
Martini Room Elgin IL 08/2016 12/2016
J.P. Morgan Securities Llc Leawood KS 05/2019 Present
Jpmorgan Chase Bank (Ok) Leawood KS 06/2011 Present
Balmoral Restaurant Campton Hills IL 06/2018 08/2020
Lyft Schaumburg IL 07/2017 01/2018
Fogo De Chao Kansas City MO 08/2022 09/2022
Ocean Prime Kansas City MO 10/2022 02/2026
  • 02/2015 → 01/2018
    Jp Morgan Securities Llc
    Elgin, IL
  • 08/2016 → 12/2016
    Martini Room
    Elgin, IL
  • 05/2019 → Present
    J.P. Morgan Securities Llc
    Leawood, KS
  • 06/2011 → Present
    Jpmorgan Chase Bank (Ok)
    Leawood, KS
  • 06/2018 → 08/2020
    Balmoral Restaurant
    Campton Hills, IL
  • 07/2017 → 01/2018
    Lyft
    Schaumburg, IL
  • 08/2022 → 09/2022
    Fogo De Chao
    Kansas City, MO
  • 10/2022 → 02/2026
    Ocean Prime
    Kansas City, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-04
S63 Uniform Securities Agent State Law Examination 2015-04-01
  • S66 Uniform Combined State Law Examination
    2026-08-04
  • S63 Uniform Securities Agent State Law Examination
    2015-04-01
Other Names
  • Jake Anthony Juarez
  • Jake Anthony Juarez

View on SEC IAPD

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COREY RANDALL BIERL
JASON BRETT COLE
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LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS

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