Leonard VasquezCRD Number: 6158406
Current Firm: J.p. Morgan Securities LLC
Leonard Vasquez (CRD# 6158406) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Miami Beach, FL and has over 8 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Jp Morgan Chase Bank, N.a.||Miami Beach, FL||Jul 2015 - Current||6|
|Jp Morgan Securities LLC||Miami Beach, FL||Jan 2013 - Current||8|
|Jpmorgan Chase Bank||Bronx, NY||Jun 2011 - Jul 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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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