Raymundo Catalan (CRD# 6650316) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Escondido, CA and has over 7 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | Escondido, CA | Sep 2022 - Current | 1 |
| Jp Morgan Securities LLC | Escondido, CA | Sep 2022 - Current | 1 |
| Jpmorgan Chase Bank, N.a. | Escondido, CA | Mar 2019 - Sep 2022 | 3 |
| J.p. Morgan Securities LLC | Escondido, CA | Mar 2019 - Sep 2022 | 3 |
| Unemployed | Escondido, CA | Feb 2019 - Feb 2019 | < 1 |
| Axa | San Diego, CA | Jan 2017 - Jan 2019 | 2 |
| Axa Advisors, LLC | San Diego, CA | May 2016 - Jan 2019 | 2 |
| Medline Industries | Redmond, OR | Nov 2015 - Nov 2016 | 1 |
| Dollar Tree | Escondido, CA | Jun 2011 - Oct 2015 | 4 |
| California State University San Marcos | San Marcos, CA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- CA
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- 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)
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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