Eric Suarez, financial advisor Veradale WA
93 score

Eric Suarez

CRD Number: 5462102
Current Firm: J.p. Morgan Securities LLC

Eric Suarez (CRD# 5462102) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Veradale, WA and has over 8 years of experience in the finance industry.

Similar Advisors
Eric Stutzman, financial advisor Veradale WA
Eric J. Stutzman
CRD# 5310745
Selkirk Wealth Advisors, LLC
Score
103
Similar Advisors
Craig Landron, financial advisor Veradale WA
Craig A. Landron
CRD# 4480756
Allegro Wealth Management, Inc.
Score
100
Similar Advisors
Timothy Kadlec, financial advisor Veradale WA
Timothy K. Kadlec
CRD# 3127749
Voya Financial Advisors, Inc.
Score
98
Company Name Location Dates Years
Jpmorgan Securities LLC Veradale, WA Jul 2013 - Current 3
Scottrade, Inc. Spokane, WA Jan 2008 - Jul 2013 5
Goodwill Industries Spokane, WA Jun 2007 - Jan 2008 < 1
General Nutrition Center Fairchild Afb, WA Apr 2005 - Sep 2007 2
Spokane County Fire District 10 Airway Heights, WA Aug 2003 - Jul 2007 3
Timber Products Manufacturers Spokane, WA Jun 2006 - Jun 2007 1
Eastern Washington University Cheney, WA Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
S63 Uniform Securities State Law Examination May 2008
Contact Info for Eric F. Suarez
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • ID
  • WA
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

Ready to hire a financial advisor? Get competitive proposals from Eric Suarez and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.