Joseph Estabillo

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:

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

Current Employers

Employment History

• 01/2017 → 01/2021
  Cuso Financial Services, Lp
  San Diego, CA
• 01/2016 → 01/2021
  Patelco Credit Union
  Pleasanton, CA
• 04/2021 → 02/2023
  Wells Fargo Clearing Services, Llc
  Milpitas, CA
• 04/2021 → 02/2023
  Wells Fargo Bank, Na
  Milpitas, CA
• 02/2023 → Present
  J.P. Morgan Securities Llc
  San Jose, CA
• 02/2023 → Present
  Jpmorgan Chase Bank, N.A.
  San Jose, CA
• 01/2017 → 05/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 02/2021 → 03/2021
  Unemployed
  San Jose, CA

Previous Registrations

• 2021-05-07 → 2023-02-24
  Wells Fargo Clearing Services, Llc
  Milpitas, CA
  Walnut Creek, CA
  San Jose, CA
  Sunnyvale, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-05-07

Other Names

• Joseph Estabillo
• Joseph B Estabillo
• Joseph Estabillo
• Joseph Brandon Coronado Estabillo