Miguel Alcala (CRD# 5440273) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Murrieta, CA and has over 9 years of experience in the finance industry.
CRD# 4782319
John P. Dubots Capital Management, LLC
Score
103
CRD# 2645544
H.d. Vest Advisory Services, Inc.
Score
100
CRD# 6281131
Pacific Capital
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Winchester, CA | Oct 2012 - Current | 4 |
| Jp Morgan Chase Bank Na | La Quinta, CA | Oct 2009 - Current | 7 |
| Chase Investment Services Corp | La Quinta, CA | Dec 2009 - Oct 2012 | 2 |
| Alcala Nutrition And Wellness | San Jacinto, CA | Apr 2011 - Jul 2012 | 1 |
| Bank Of America, Na | Temecula, CA | Mar 2000 - Oct 2009 | 9 |
| Banc Of America Investment Services, Inc. | Temecula, CA | Oct 2007 - Jan 2009 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- CA
- TX
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Total Assets Under Management70,743MILLIONS
-
Total Number of Accounts344,720ACCOUNTS
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Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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