Erika PinedaCRD Number: 5777311
Current Firm: J.p. Morgan Securities LLC
Erika Pineda (CRD# 5777311) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 12 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|J.p. Morgan Securities LLC||Houston, TX||Oct 2012 - Current||10|
|Jpmorgan Chase Bank Na||Houston, TX||Mar 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2010|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
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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