Gabriel Guilarte Ramos

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-07-05
TX	RA	APPROVED	2023-06-30

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Jpmorgan Securities Llc	Coral Gables	FL	01/2017	03/2021
Preferred Insurance Network	Miami	FL	04/2016	01/2017
Jpmorgan Chase Bank	Coral Gables	FL	01/2017	03/2021
Jpmorgan Chase Bank	Miami	FL	04/2021	06/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Coral Gables	FL	06/2023	Present
Florida International University	Miami	FL	07/2019	07/2020
Bank Of America, N.A.	Coral Gables	FL	08/2023	Present

01/2017 → 03/2021

Jpmorgan Securities Llc

Coral Gables, FL
04/2016 → 01/2017

Preferred Insurance Network

Miami, FL
01/2017 → 03/2021

Jpmorgan Chase Bank

Coral Gables, FL
04/2021 → 06/2023

Jpmorgan Chase Bank

Miami, FL
06/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Coral Gables, FL
07/2019 → 07/2020

Florida International University

Miami, FL
08/2023 → Present

Bank Of America, N.A.

Coral Gables, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-05-29

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