Anthony Rojo (CRD# 5587383) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 15 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank Na | San Francisco, CA | Nov 2014 - Current | 9 |
| J.p. Morgan Securities LLC | San Francisco, CA | Nov 2014 - Current | 9 |
| Jpmorgan Chase Bank Na | Costa Mesa, CA | Nov 2009 - Current | 14 |
| Anthony Rojo Creative | Newport Beach, CA | Oct 2011 - Jun 2017 | 5 |
| Jpmorgan Chase Bank Na | Newport Beach, CA | May 2014 - Nov 2014 | < 1 |
| J.p. Morgan Securities LLC | Newport Beach, CA | May 2014 - Nov 2014 | < 1 |
| Fork Knife And Spoon Catering | Newport Beach, CA | May 2013 - Sep 2014 | 1 |
| J.p. Morgan Securities LLC | Newport Beach, CA | Dec 2013 - May 2014 | < 1 |
| Jpmorgan Chase Bank Na | Newport Beach, CA | Dec 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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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