Best Investors Account Sign in
Current Employers
J.P. Morgan Securities Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-03
TX RA APPROVED 2024-04-02
  • FL RA
    APPROVED
    Since 2024-04-03
  • TX RA
    APPROVED
    Since 2024-04-02

Branch Locations

1450 Brickell Ave Floor 33, Miami, FL 33131 • 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
Jpmorgan Chase Bank Na Miami FL 01/2018 Present
Jpmorgan Securities Llc Miami FL 01/2018 Present
Mercyhurst University Erie PA 08/2013 12/2017
Paladulce Mining Mexico City 06/2017 08/2017
Friends Of Mercyhurst Rowing Philadelphia PA 12/2020 09/2023
  • 01/2018 → Present
    Jpmorgan Chase Bank Na
    Miami, FL
  • 01/2018 → Present
    Jpmorgan Securities Llc
    Miami, FL
  • 08/2013 → 12/2017
    Mercyhurst University
    Erie, PA
  • 06/2017 → 08/2017
    Paladulce Mining
    Mexico City
  • 12/2020 → 09/2023
    Friends Of Mercyhurst Rowing
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-02
S63 Uniform Securities Agent State Law Examination 2018-04-09
  • S65 Uniform Investment Adviser Law Examination
    2024-04-02
  • S63 Uniform Securities Agent State Law Examination
    2018-04-09
Other Names
  • Bernardo Ramirez San Roman
  • Bernardo San Roman

View on SEC IAPD

More in Miami, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor