Miguel Alcala, financial advisor Murrieta CA
93 score

Miguel Alcala

CRD Number: 5440273
Current Firm: J.p. Morgan Securities LLC

Miguel Alcala (CRD# 5440273) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Murrieta, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Winchester, CA Oct 2012 - Current 5
Jp Morgan Chase Bank Na La Quinta, CA Oct 2009 - Current 8
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
Contact Info for Miguel A. Alcala
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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