Gustavo Lozano, financial advisor Inglewood CA
93 score

Gustavo Lozano

CRD Number: 5910359
Current Firm: J.p. Morgan Securities LLC

Gustavo Lozano (CRD# 5910359) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Inglewood, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Los Angeles, CA Oct 2012 - Current 4
Jpmorgan Chase Bank Na Huntington Park, CA Jul 2010 - Current 6
Chase Investment Services Corp Huntington Park, CA Apr 2011 - Oct 2012 1
Citibank Montebello, CA Oct 2006 - Jul 2010 3
Bank Of America South Gate, CA Jun 2003 - Sep 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Gustavo Lozano
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
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
93
Clean Record
This advisor has a clean track record with regulators.

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