Laisa Carrillo, financial advisor Canyon Country CA
69 score

Laisa Carrillo

CRD Number: 5293185
Current Firm: J.p. Morgan Securities LLC

Laisa Carrillo (CRD# 5293185) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Canyon Country, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Canyon Country, CA Oct 2012 - Current 4
Jp Morgan Chase Bank Na Canyon Country, CA May 2009 - Current 7
Chase Investment Services Corp Canyon Country, CA Jan 2010 - Oct 2012 2
Wamu Canyon Country, CA Jun 2007 - May 2009 1
Wm Financial Services, Inc. Canyon Country, CA Aug 2007 - Jul 2008 < 1
Wells Fargo Investments Newhall, CA Feb 2007 - Jun 2007 < 1
Wells Fargo Bank Newhall, CA Jul 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Laisa Carrillo
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
69

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