Zyanya De La TorreCRD Number: 6305026
Current Firm: J.p. Morgan Securities LLC
Zyanya De La Torre (CRD# 6305026) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Buena Park, CA and has over 7 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Jp Morgan Chase Bank, N.a.||Buena Park, CA||Jan 2018 - Current||4|
|Jp Morgan Securities LLC||Buena Park, CA||Feb 2014 - Current||7|
|Jpmorgan Chase Bank, N.a.||Buena Park, CA||Sep 2017 - Jan 2018||< 1|
|Jp Morgan Chase Bank Na||Anaheim, CA||Jun 2012 - Sep 2017||5|
|Jp Morgan Chase Bank||Anaheim, CA||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2014|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.