Fanor Bohorquez (CRD# 4781760) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fontana, CA and has over 18 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a | Hesperia, CA | Aug 2020 - Current | 3 |
| Jpmorgan Securities, LLC | Hesperia, CA | Aug 2020 - Current | 3 |
| Jp Morgan Chase Bank, N.a. | Hesperia, CA | Sep 2018 - Jul 2020 | 1 |
| Jp Morgan Securities, LLC | Hesperia, CA | Sep 2018 - Jul 2020 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cucamonga, CA | Aug 2015 - Sep 2018 | 3 |
| Bank Of America, N.a. | Cucamonga, CA | Aug 2015 - Sep 2018 | 3 |
| Citibank | Glendora, CA | Dec 2014 - Aug 2015 | < 1 |
| Citigroup Global Markets, Inc. | Glendora, CA | Dec 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2006 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
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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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