Ricardo Cardenas, financial advisor Fort Myers FL
81 score

Ricardo Cardenas

CRD Number: 5294271
Current Firm: J.p. Morgan Securities LLC

Ricardo Cardenas (CRD# 5294271) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Myers, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities, LLC Fort Myers, FL Oct 2012 - Current 4
Morgan Stanley Smith Barney Baltimore, MD Jul 2011 - Sep 2012 1
Edward Jones St Louis, MO Oct 2009 - Jul 2011 1
Eternity Financial Group Inc. Newport Beach, CA Jan 2008 - Oct 2009 1
Wachovia Securities, LLC Baltimore, MD Feb 2007 - Jan 2008 < 1
Wachovia Bank, N.a. Baltimore, MD Nov 2004 - Feb 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Dec 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Ricardo I. Cardenas
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
  • 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
81

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