Claudia Arevalo, financial advisor Palm Beach Gardens FL

Claudia Arevalo

CRD Number: 6883713
Current Firm: J.p. Morgan Securities LLC

Claudia Arevalo (CRD# 6883713) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Palm Beach Gardens, FL Feb 2019 - Current 1
Jpmorgan Securities, LLC Palm Beach Gardens, FL Feb 2019 - Current 1
Benjamin F. Edwards & Company Boynton Beach, FL Dec 2017 - Feb 2019 1
Branch Banking & Trust Company Lantana, FL Jun 2015 - Dec 2017 2
Unemployed Lake Worth, FL Mar 2015 - May 2015 < 1
Wells Fargo Bank Boynton Beach, FL Sep 2010 - Feb 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Claudia F. Arevalo
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    163,396
    MILLIONS
  • Total Number of Accounts
    660,063
    ACCOUNTS
  • Average Account Value
    $247,546
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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