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Beatriz Helena Gutierrez Malaver

J.P. Morgan Securities LLC

Sarasota, FL

Lakewood Ranch, FL

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-03
FL RA APPROVED 2025-04-03
  • TX RA
    APPROVED
    Since 2025-06-03
  • FL RA
    APPROVED
    Since 2025-04-03

Branch Locations

5341 Fruitville Road, Sarasota, FL 34232 • United States

6145 Exchange Way, Lakewood Ranch, FL 34202 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Sarasota FL 02/2018 10/2018
Seasons 52 Sarasota FL 11/2016 01/2020
Columbia Restaurant Sarasota FL 01/2016 12/2016
Jpmorgan Chase Bank, N.A. Bradenton FL 09/2021 Present
J.P. Morgan Securities Llc Bradenton FL 09/2021 Present
Bank Of America Nokomis FL 04/2018 08/2021
Keiser University Sarasota FL 07/2020 07/2021
Pfs Investments Inc. Sarasota FL 12/2017 02/2018
  • 02/2018 → 10/2018
    Pfs Investments Inc.
    Sarasota, FL
  • 11/2016 → 01/2020
    Seasons 52
    Sarasota, FL
  • 01/2016 → 12/2016
    Columbia Restaurant
    Sarasota, FL
  • 09/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Bradenton, FL
  • 09/2021 → Present
    J.P. Morgan Securities Llc
    Bradenton, FL
  • 04/2018 → 08/2021
    Bank Of America
    Nokomis, FL
  • 07/2020 → 07/2021
    Keiser University
    Sarasota, FL
  • 12/2017 → 02/2018
    Pfs Investments Inc.
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-02
  • S66 Uniform Combined State Law Examination
    2025-04-02
Other Names
  • Beatriz Gutierrez
  • Beatri Gutierrez Malaver
  • Beatriz Helena Gutierrez
  • Beatriz Helena Gutierrez Malaver

View on SEC IAPD

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Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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