Janella MoyaCRD Number: 6151361
Current Firm: J.p. Morgan Securities LLC
Janella Moya (CRD# 6151361) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 7 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Cetera Investment Advisers LLC
|J.p. Morgan Securities LLC||San Antonio, TX||Jan 2019 - Current||3|
|Strategic Staffing Solutions||San Antonio, TX||Nov 2018 - Jan 2019||< 1|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Nov 2018 - Jan 2019||< 1|
|Usaa Investment Management Company||San Antonio, TX||Nov 2018 - Jan 2019||< 1|
|J.p. Morgan Securities LLC||San Antonio, TX||Feb 2016 - Oct 2018||2|
|Small Business Administration||Fort Worth, TX||May 2012 - Jun 2016||4|
|Td Ameritrade, Inc.||Fort Worth, TX||Jan 2013 - Feb 2016||3|
|Td Ameritrade Clearing, Inc.||Fort Worth, TX||Apr 2015 - Dec 2015||< 1|
|Cornerstone Staffing||Fort Worth, TX||Jan 2013 - Jul 2013||< 1|
|City Of Fort Worth Texas||Fort Worth, TX||Jun 2012 - Jan 2013||< 1|
|Bank Of America||Fort Worth, TX||Oct 2012 - Oct 2012||< 1|
|Unemployed||Fort Worth, TX||Nov 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2014|
|S66||NASAA Uniform Combined State Law Examination||Sep 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
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