Alfredo Lavalle, financial advisor Upper Montclair NJ
93 score

Alfredo Lavalle

CRD Number: 5465381
Current Firm: J.p. Morgan Securities LLC

Alfredo Lavalle (CRD# 5465381) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Upper Montclair, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Morristown, NJ Dec 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY May 2013 - Dec 2014 1
Ubs Weehawken, NJ Jan 2012 - May 2013 1
Sds Financial Technologies New York, NY Mar 2009 - Dec 2011 2
Bank Of America Newark, NJ Sep 2008 - Feb 2009 < 1
Unemployed North Bergen, NJ Jul 2008 - Sep 2008 < 1
First Investors Corp New York, NY Nov 2007 - Jul 2008 < 1
Cait & Abby's Daily Bread Bakery South Orange, NJ Jun 2001 - May 2008 6
Aca Compliance Group Morristown, NJ Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Alfredo Lavalle
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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