Samuel Ruiz (CRD# 7282339) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Alamitos, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Los Alamitos, CA | Mar 2024 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Los Alamitos, CA | Mar 2024 - Current | < 1 |
| Equitable Advisors, LLC | New York, NY | Aug 2020 - Mar 2024 | 3 |
| Equitable Financial Life Co | New York, NY | Aug 2020 - Mar 2024 | 3 |
| Unemployed | Everett, MA | Jul 2020 - Jul 2020 | < 1 |
| Triangle Coffee | Boston, MA | Sep 2019 - Jun 2020 | < 1 |
| Starbucks | Boston, MA | Jun 2019 - Aug 2019 | < 1 |
| Boston University | Boston, MA | Sep 2015 - May 2019 | 3 |
| Boston University | Boston, MA | Aug 2015 - May 2019 | 3 |
| Intelligent Finance - Study Abroad | Sydney, | Jan 2018 - Mar 2018 | < 1 |
| Myhostpitality - Study Abroad | Madrid, | Sep 2017 - Dec 2017 | < 1 |
| Arthur J. Gallagher & Company | Irvine, CA | Jun 2017 - Aug 2017 | < 1 |
| Unemployed | Garden Grove, CA | Mar 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- CA
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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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