Homer RamirezCRD Number: 5963712
Current Firm: J.p. Morgan Securities LLC
Homer Ramirez (CRD# 5963712) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Duncanville, TX and has over 5 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Summit Financial Group Inc.
|Jpmorgan Securities LLC||Dallas, TX||Jun 2015 - Current||1|
|Momentum Wealth Strategies, LLC||Dallas, TX||Oct 2014 - May 2015||< 1|
|Eagle Strategies LLC||Dallas, TX||Aug 2014 - May 2015||< 1|
|The Weiner Group||Dallas, TX||Oct 2013 - May 2015||1|
|Nylife Securities LLC||Dallas, TX||Mar 2013 - May 2015||2|
|New York Life Insurance Company||Dallas, TX||Feb 2013 - May 2015||2|
|Unemployed||Dallas, TX||Jan 2013 - Feb 2013||< 1|
|Bank Of America, N.a.||Dallas, TX||Dec 2011 - Jan 2013||1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Dallas, TX||Jun 2011 - Dec 2012||1|
|Northwood University||Cedar Hill, TX||Jan 2011 - Jun 2011||< 1|
|Unemployed||Dallas, TX||Apr 2010 - Jan 2011||< 1|
|University Of North Texas||Denton, TX||Jan 2009 - Aug 2010||1|
|Dominion Home Insulation||Brisbane,||Dec 2009 - Apr 2010||< 1|
|National Home Services||Toronto,||Aug 2008 - Jan 2009||< 1|
|Chase Paymentech||Dallas, TX||Jun 2008 - Aug 2008||< 1|
|North American Gas And Electric||Toronto,||May 2005 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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