Angelica GuardadoCRD Number: 5461723
Current Firm: J.p. Morgan Securities LLC
Angelica Guardado (CRD# 5461723) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bolingbrook, IL and has over 9 years of experience in the finance industry.
Forum Financial Management, LP
Lincoln Financial Advisors Corporation
Hornor, Townsend & Kent, Inc.
|J.p. Morgan Securities LLC||Bolingbrook, IL||Oct 2012 - Current||5|
|Jpmorgan Chase||Chicago, IL||Dec 2007 - Current||9|
|Chase Investment Services Corp||Chicago, IL||Dec 2007 - Oct 2012||4|
|Unemployed||Chicago, IL||Oct 2007 - Nov 2007||< 1|
|American General Financial Services||Chicago, IL||Jan 2007 - Sep 2007||< 1|
|Unemployed||Chicago, IL||Sep 2006 - Dec 2006||< 1|
|Hilton Chicago||Chicago, IL||Jun 2003 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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