Joyce Rojas, financial advisor Old Tappan NJ
83 score

Joyce Rojas

CRD Number: 4495332
Current Firm: J.p. Morgan Securities LLC

Joyce Rojas (CRD# 4495332) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Old Tappan, NJ and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Rojas Renovations, LLC Jersey City, NJ Jul 2016 - Current < 1
J.p. Morgan Securities LLC Hackensack, NJ Oct 2012 - Current 4
Jpmorgan Chase Bank Na Belleville, NJ Sep 2010 - Current 6
Chase Investment Services Corp Belleville, NJ Sep 2010 - Oct 2012 2
Jpmorgan Chase Bank Na Mission Viejo, CA Jan 2010 - Sep 2010 < 1
Not Working Murrieta, CA Nov 2009 - Jan 2010 < 1
Citigroup Global Markets Inc. Hemet, CA May 2007 - Nov 2009 2
Citicorp Investment Services New York, NY Jul 2001 - Oct 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Oct 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joyce K. Rojas
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
  • 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
83

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