Juan Carlos GomezCRD Number: 5910459
Current Firm: J.p. Morgan Securities LLC
Juan Carlos Gomez (CRD# 5910459) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 6 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Jpmorgan Chase Bank Na||Houston, TX||Aug 2021 - Current||< 1|
|Jpmorgan Securities LLC||Houston, TX||Aug 2021 - Current||< 1|
|Bbva Usa||Houston, TX||Jun 2019 - Aug 2021||2|
|Sg Americas Securities, LLC||Houston, TX||Dec 2015 - Jun 2019||3|
|Societe Generale||Houston, TX||Dec 2015 - Jun 2019||3|
|Standard Chartered Securities (n.a.) Inc.||Houston, TX||Jan 2011 - Nov 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2015|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
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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