Luis Alejandro Bermudez Rosas

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

• 08/2017 → Present
  Jpmorgan Securities Llc
  Miami, FL
• 08/2017 → Present
  Jpmorgan Chase Bank Na
  Miami, FL
• 02/2015 → 07/2017
  Banesco Usa
  Doral, FL

Other Businesses

Entity Name: BERO INVESTMENT GROUP INC. Investment related: No "Address: 7290 NW 114 AVE., #206 MIAMI, FL 33178" Nature of the other business: Real Estate Position/Title/Relationship: Board Member Start Date: 11/19/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Family company to hold properties. I was just informed I was on the directorship. Company and investments are fully run by my parents. "

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-12
• S63 Uniform Securities Agent State Law Examination
  2017-11-21

Other Names

• Luis Bermudez
• Luis Alejandro Bermudez
• Luis Alejandro Bermudez Rosas