Joel SalcedoCRD Number: 5987254
Current Firm: J.p. Morgan Securities LLC
Joel Salcedo (CRD# 5987254) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 6 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Jp Morgan Chase Bank||New York, NY||May 2015 - Current||2|
|Jpmorgan Securities LLC||New York, NY||May 2015 - Current||2|
|Santander Bank Na||West Orange, NJ||Sep 2014 - May 2015||< 1|
|Santander Securities LLC||West Orange, NJ||Sep 2014 - May 2015||< 1|
|Bank Of America, N.a.||New York, NY||Jul 2014 - Sep 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||May 2014 - Sep 2014||< 1|
|J.p. Morgan Securities LLC||Bronx, NY||Oct 2012 - Apr 2014||1|
|Jpmorgan Chase Bank||Bronx, NY||Feb 2011 - Apr 2014||3|
|Chase Investment Services Corp||Bronx, NY||Oct 2011 - Oct 2012||1|
|City Tech College Of New York||Brooklyn, NY||Aug 2007 - May 2011||3|
|Bank Of America||New York, NY||Jul 2009 - Feb 2011||1|
|Hudson Valley/new York National Bank||Bronx, NY||Aug 2007 - Jul 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- 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, WY
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