Jose M Oseguera

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → Present
  Jpmorgan Chase Bank N.A.
  Plano, TX
• 09/2019 → Present
  Jpmorgan Securities Llc
  Plano, TX
• 07/2018 → 08/2019
  Jpmorgan Chase Bank N.A.
  Plano, TX
• 12/2014 → 07/2018
  Garland Floors
  Garland, TX
• 03/2014 → 07/2018
  Jpmorgan Chase Bank N.A.
  Garland, TX
• 06/2017 → Present
  Rowtex Remodeling, Llc.
  Rowlett, TX
• 04/2023 → Present
  Jjp Dream Homes Llc
  Anna, TX
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Murphy, TX
• 08/2026 → Present
  Bank Of America, N.A.
  Murphy, TX

Other Businesses

I*4776289, Entity Type Entity For Profit, Name of OBA: Rowtex Remodeling LLC Address: anna Texas 75049 Investment Related: No Position, Title, Association: Owner Employee Start Date: 07/01/2017 No Hours: 24 Yearly No Hours during trading:0 Duties:Taxes at the end of the year residential home remodeler

Exams

• S66 Uniform Combined State Law Examination
  2026-08-28
• S63 Uniform Securities Agent State Law Examination
  2019-11-26

Other Names

• Jose Oseguera
• Jose Manuel Oseguera