Juan Pablo Bustamante
CRD Number: 7072718Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Juan Pablo Bustamante (CRD# 7072718) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 5 years of experience in the finance industry.
CRD# 5138196
Lpl Financial LLC
CRD# 6823008
Lifepro Asset Management
CRD# 3274138
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | San Diego, CA | Jul 2022 - Current | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego, CA | Jun 2022 - Current | 2 |
Actinver Securities, Inc. | Houston, TX | Feb 2019 - Jun 2022 | 3 |
Nordstrom | San Diego, CA | Nov 2018 - Jan 2019 | < 1 |
Integro Consultants | San Diego, CA | Feb 2018 - Jan 2019 | < 1 |
University Of San Diego | San Diego, CA | Aug 2014 - Dec 2018 | 4 |
City Tacos Restaurant | San Diego, CA | Dec 2014 - Sep 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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