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 | 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 |
- CA
- TX
-
Total Assets Under Management70,743MILLIONS
-
Total Number of Accounts344,720ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.