Sergio Akselrad (CRD# 1946422) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Miami, FL and has over 33 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 31a Pumpkin Cay Road LLC | Coral Gables, FL | Jan 2021 - Current | 3 |
| Jpmorgan Chase Bank, N.a. | Miami, FL | Jun 2018 - Current | 5 |
| Jpmorgan Securities, LLC | Miami, FL | Jun 2018 - Current | 5 |
| 54b Anchor Drive LLC | Coral Gables, FL | Mar 2019 - Mar 2021 | 2 |
| Eagles Nest L60 LLC | Coral Gables, FL | Mar 2019 - Jan 2021 | 1 |
| Goldman, Sachs & Company | Miami, FL | Aug 1990 - Jun 2018 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1990 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- FL
- TX
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Total Assets Under Management249,731MILLIONS
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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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