Jean Padilla, financial advisor Coral Gables FL
90 score

Jean Padilla

CRD Number: 5429626
Current Firm: J.p. Morgan Securities LLC

Jean Padilla (CRD# 5429626) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coral Gables, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Coral Gables, FL Oct 2012 - Current 4
Jpmorgan Chase Bank Na Miami, FL Feb 2010 - Current 6
Chase Investment Services Corp Miami, FL Feb 2010 - Oct 2012 2
Universal Financial Services Coral Gables, FL Jan 2009 - Jan 2010 1
Florida International University Miami, FL Jan 2005 - Dec 2009 4
Park 1 Miami, FL Jul 2008 - Aug 2009 1
Balans Restaurant Miami, FL Sep 2008 - Jan 2009 < 1
Archies Usa Miami, FL Apr 2008 - Sep 2008 < 1
Northwestern Mutual Miami, FL May 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Jean P. Padilla
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
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
90
Clean Record
This advisor has a clean track record with regulators.

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