Jose Guevara, financial advisor Wesley Chapel FL

Jose Guevara

CRD Number: 6505470
Current Firm: J.p. Morgan Securities LLC

Jose Guevara (CRD# 6505470) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wesley Chapel, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank, N.a Tampa, FL Jul 2023 - Current < 1
Jp Morgan Securities LLC Tampa, FL Jul 2023 - Current < 1
Jara & Guevara, LLC Wesley Chapel, FL Mar 2022 - Current 2
Jara & Guevara, LLC Wesley Chapel, FL Apr 2022 - Jan 2023 < 1
Jp Morgan Securities LLC Riverview, FL Aug 2021 - Jun 2022 < 1
Amity Green, LLC Hayward, CA Jun 2020 - Dec 2021 1
Jp Morgan Securities LLC Hayward, CA Apr 2021 - Aug 2021 < 1
J.p Morgan Securities LLC San Leandro, CA May 2015 - Apr 2021 5
J.p Morgan Chase Bank San Leandro, CA May 2015 - Apr 2021 5
D'mente Muzik Union City, CA Oct 2018 - Feb 2020 1
Prime Communications At&t Retailer Hayward, CA Sep 2014 - May 2015 < 1
Chabot College Hayward, CA Aug 2010 - May 2015 4
Mobile System Wireless At&t Retailer Hayward, CA Apr 2011 - Sep 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S66 NASAA Uniform Combined State Law Examination Aug 2021
Contact Info for Jose D. Guevara
Phone Number: 800-999-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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