Gerardo Pasquel BeristainCRD Number: 7480584
Current Firm: J.p. Morgan Securities LLC
Gerardo Pasquel Beristain (CRD# 7480584) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Jpmorgan Chase Bank Na||New York, NY||Oct 2021 - Current||< 1|
|Jpmorgan Securities LLC||New York, NY||Oct 2021 - Current||< 1|
|Jpmorgan Servicios SA||Mexico City,||Feb 2011 - Sep 2021||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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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