Alec Rosario, financial advisor Lansing IL
90 score

Alec Rosario

CRD Number: 6091894
Current Firm: J.p. Morgan Securities LLC

Alec Rosario (CRD# 6091894) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lansing, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Lansing, IL Apr 2016 - Current < 1
Cetera Investment Advisers LLC Chestertown, IN Mar 2015 - Apr 2016 1
Centier Bank Chestertown, IN Mar 2015 - Apr 2016 1
Edward Jones Lafayette, IN Mar 2013 - Mar 2015 2
Edward Jones Investments Maryland Heights, MO Sep 2012 - Mar 2013 < 1
Huntington University Huntington, IN May 2011 - Jul 2012 1
Huntington University Huntington, IN Aug 2008 - Jun 2012 3
Huntington University Huntington, IN Aug 2009 - Jun 2011 1
Ray's Roofing Supply Hammond, IN Jun 2010 - Aug 2010 < 1
Springhill Camps Seymour, IN Jun 2009 - Jul 2009 < 1
Schererville Auto Center Schererville, IN Jun 2008 - Aug 2008 < 1
Union Township / Wheeler High School Valparaiso, IN Aug 2002 - Jun 2008 5
Centier Bank Merrville, IN Sep 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Alec E. Rosario
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
  • TX
  • IN
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
90
Clean Record
This advisor has a clean track record with regulators.

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