Yvonne TrevinoCRD Number: 5190029
Current Firm: J.p. Morgan Securities LLC
Yvonne Trevino (CRD# 5190029) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Antonio, TX and has over 13 years of experience in the finance industry.
Mutual Wealth LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Jpmorgan Securities LLC||San Antonio, TX||Jul 2016 - Current||5|
|Investment Professionals Inc.||San Antonio, TX||Nov 2014 - Jun 2016||1|
|Unemployed||San Antonio, TX||Apr 2013 - Nov 2014||1|
|Citigroup Global Markets Inc.||San Antonio, TX||Sep 2004 - Apr 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S66||NASAA Uniform Combined State Law Examination||Dec 2017|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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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