Anthony Valdez, financial advisor Temecula CA
90 score

Anthony Valdez

CRD Number: 5951886
Current Firm: J.p. Morgan Securities LLC

Anthony Valdez (CRD# 5951886) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Temecula, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Mr Market Brewing Co Temecula, CA Jan 2015 - Current 1
Jpmorgan Securities LLC Moreno Valley, CA Sep 2013 - Current 3
Professional Hospital Supply Temecula, CA Jun 2013 - Sep 2013 < 1
Quality Palapas Orange, CA Feb 2013 - May 2013 < 1
Edward Jones St. Louis, MO Jul 2011 - Jan 2013 1
Target Mobile Murrieta, CA Sep 2010 - Jun 2011 < 1
Palapa Guy Murrieta, CA Jul 2008 - Jul 2010 2
Vista Murrieta High School Murrieta, CA Aug 2004 - Jun 2008 3
Chuck E Cheese Murrieta, CA Jan 2008 - Apr 2008 < 1
Regal Cinemas Murrieta, CA Feb 2007 - Jul 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Anthony Valdez
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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