Joe Chairez, financial advisor Dallas TX
96 score

Joe Chairez

CRD Number: 1223712
Current Firm: J.p. Morgan Securities LLC

Joe Chairez (CRD# 1223712) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 32 years of experience in the finance industry. Joe Chairez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Joe A Chairez Jr, LLC Waxahachie, TX Sep 2015 - Current 1
J.p. Morgan Securities LLC Dallas, TX Oct 2012 - Current 4
Chase Investment Services Corp Dallas, TX May 2012 - Oct 2012 < 1
J.p. Morgan Securities Inc. Dallas, TX Dec 2007 - May 2012 4
Bear, Stearns & Company Inc. Dallas, TX Oct 2008 - Oct 2008 < 1
Bok Financial Albuquerque, NM Aug 1998 - Dec 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Mar 1993
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Joe A. Chairez
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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