Ramiro AcevedoCRD Number: 6161473
Current Firm: J.p. Morgan Securities LLC
Ramiro Acevedo (CRD# 6161473) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hollister, CA and has over 8 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Andresen & Associates Inc.
|Jpmorgan Securities LLC||Hollister, CA||Jan 2013 - Current||9|
|Jpmorgan Chase Bank||Hollister, CA||Jul 2009 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2013|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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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