Anthony ValdezCRD 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 6 years of experience in the finance industry.
John P. Dubots Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|Mr Market Brewing Co||Temecula, CA||Jan 2015 - Current||2|
|Jpmorgan Securities LLC||Moreno Valley, CA||Sep 2013 - Current||4|
|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|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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