Jose C Ramirez Miranda

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

• 01/2015 → 11/2022
  Wells Fargo Bank, Na
  Glendale, AZ
• 03/2017 → 11/2022
  Wells Fargo Clearing Services, Llc
  Glendale, AZ
• 12/2016 → 05/2017
  Domino's Pizza
  Phoenix, AZ
• 09/2021 → 11/2021
  Omni Interactions
  Phoenix, AZ
• 11/2022 → Present
  J.P. Morgan Securities Llc
  Tempe, AZ
• 11/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Tempe, AZ
• 01/2019 → 04/2019
  Domino's Pizza
  Phoenix, AZ

Previous Registrations

• 2021-09-20 → 2022-11-30
  Wells Fargo Clearing Services, Llc
  Glendale, AZ
  Scottsdale, AZ
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2021-09-20
• S63 Uniform Securities Agent State Law Examination
  2017-06-17

Other Names

• Jose Ramirez
• Jose Carlos Ramirez Miranda
• Jose Carlos Ramirez
• Jose C Ramirez
• Jose R Miranda
• Jose C Ramirez Miranda
• Jose C Ramirezmiranda