Filiberto TrevinoCRD Number: 5321141
Current Firm: J.p. Morgan Securities LLC
Filiberto Trevino (CRD# 5321141) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 14 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Jpms||San Antonio, TX||Jul 2015 - Current||7|
|Capital One Sharebuilder, Inc.||San Benito, TX||Jan 2015 - Apr 2015||< 1|
|Sharebuilder 401k||San Benito, TX||Jan 2015 - Apr 2015||< 1|
|Capital One Investing LLC||San Benito, TX||Jan 2015 - Apr 2015||< 1|
|Capital One, N.a.||Harlingen, TX||Apr 2007 - Apr 2015||8|
|Capital One Financial Advisors LLC||Harlingen, TX||Nov 2011 - Jan 2015||3|
|Capital One Investment Services LLC||Harlingen, TX||May 2008 - Jan 2015||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2007|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
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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