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Joshua De La Torre

J.P. Morgan Securities LLC

New York, NY

Mineola, NY

CRD 7592233

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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 2026-07-25
TX RA APPROVED 2026-07-25
  • NY RA
    APPROVED
    Since 2026-07-25
  • TX RA
    APPROVED
    Since 2026-07-25

Branch Locations

277 Park Ave, Floor 36, New York, NY 10172 • United States

216 Old Country Rd, Floor 02, Mineola, NY 11501 • 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, N.A. Plano TX 06/2022 Present
J.P. Morgan Securities Llc Plano TX 06/2022 Present
Requisite Capital Management Dallas TX 11/2020 01/2022
Katerra Carrollton TX 02/2019 07/2020
Unemployed Dallas TX 06/2012 01/2019
Unemployed Dallas TX 08/2020 10/2020
Unemployed Dallas TX 02/2022 05/2022
  • 06/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Plano, TX
  • 06/2022 → Present
    J.P. Morgan Securities Llc
    Plano, TX
  • 11/2020 → 01/2022
    Requisite Capital Management
    Dallas, TX
  • 02/2019 → 07/2020
    Katerra
    Carrollton, TX
  • 06/2012 → 01/2019
    Unemployed
    Dallas, TX
  • 08/2020 → 10/2020
    Unemployed
    Dallas, TX
  • 02/2022 → 05/2022
    Unemployed
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-25
S63 Uniform Securities Agent State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2026-07-25
  • S63 Uniform Securities Agent State Law Examination
    2022-10-07

View on SEC IAPD

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