Jasmine Agrelo, financial advisor Chicago IL

Jasmine Agrelo

CRD Number: 5659018
Current Firm: J.p. Morgan Securities LLC

Jasmine Agrelo (CRD# 5659018) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Chicago, IL Aug 2018 - Current 2
Jpmorgan Securities, LLC Chicago, IL Aug 2018 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago, IL Mar 2018 - Aug 2018 < 1
J.p. Morgan Securities LLC Chicago, IL Oct 2012 - Mar 2018 5
Jpmorgan Chase Bank Na Chicago, IL Apr 2009 - Mar 2018 8
Chase Investment Services Corp Chicago, IL Apr 2009 - Oct 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Jasmine Agrelo
Phone Number: 800-999-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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