Alexander Barreto, financial advisor Houston TX
90 score

Alexander Barreto

CRD Number: 6375293
Current Firm: J.p. Morgan Securities LLC

Alexander Barreto (CRD# 6375293) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Houston, TX Apr 2017 - Current 1
Jpmorgan Chase Bank Houston, TX Apr 2017 - Current 1
Unemployed Houston, TX Feb 2017 - Mar 2017 < 1
Td Ameritrade San Antonio, TX Dec 2016 - Jan 2017 < 1
Unemployed San Antonio, TX Sep 2016 - Nov 2016 < 1
University Of Incarnate Word San Antonio, TX May 2014 - Aug 2016 2
Usaa Financial Planning Services San Antonio, TX Jan 2015 - Jul 2016 1
Usaa Financial Advisors, Inc. San Antonio, TX Jul 2014 - Jul 2016 2
Frost Bank San Antonio, TX Jan 2011 - Jul 2014 3
University Of Texas At San Antonio San Antonio, TX Aug 2009 - Aug 2013 4
Kroger League City, TX Aug 2007 - Aug 2009 2
Clear Creek High School League City, TX Aug 2006 - Jun 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
S63 Uniform Securities State Law Examination Sep 2014
Contact Info for Alexander M. Barreto
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
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, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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