Artemio Garza, financial advisor Corona CA
93 score

Artemio Garza

CRD Number: 5377138
Current Firm: J.p. Morgan Securities LLC

Artemio Garza (CRD# 5377138) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Corona, 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 Riverside, CA Oct 2012 - Current 4
Chase Investment Services Corp Riverside, CA Oct 2009 - Oct 2012 3
Edward Jones St Louis, MO Apr 2009 - Oct 2009 < 1
Merrill Lynch Ontario, CA Jul 2007 - Feb 2009 1
Consumer Direct Lending Corona, CA Aug 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Artemio Garza
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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