Joseph Reyes (CRD# 5740821) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Saginaw, MI and has over 14 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Securities LLC | Saginaw, MI | Dec 2017 - Current | 6 |
| Jpmorgan Chase Bank | Vassar, MI | Feb 2017 - Nov 2017 | < 1 |
| Jpmorgan Securities LLC | Saginaw, MI | Jul 2015 - Feb 2017 | 1 |
| Jpmorgan Chase Bank | Saginaw, MI | Jun 2015 - Feb 2017 | 1 |
| Pnc Investments | Saginaw, MI | Oct 2014 - Jun 2015 | < 1 |
| Pnc Bank | Saginaw, MI | Oct 2014 - Jun 2015 | < 1 |
| J.p. Morgan Securities LLC | Saginaw, MI | Oct 2012 - Oct 2014 | 2 |
| Jp Morgan Chase Bank Na | Saginaw, MI | Dec 2009 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- MI
- 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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