Darling Pineda, financial advisor Palo Alto CA
90 score

Darling Pineda

CRD Number: 6294887
Current Firm: J.p. Morgan Securities LLC

Darling Pineda (CRD# 6294887) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palo Alto, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities, LLC Redwood City, CA Aug 2017 - Current < 1
Lpl Financial LLC Palo Alto, CA Aug 2016 - Aug 2017 1
California Bank & Trust / Zions Bank Palo Alto, CA Aug 2016 - Aug 2017 1
J.p. Morgan Securities LLC San Francisco, CA Jan 2014 - Aug 2016 2
Jpmorgan Chase Bank Na San Francisco, CA Jul 2011 - Jan 2014 2
Elaphant Bar And Grill Daly City, CA Feb 2013 - Dec 2013 < 1
Unemployed South San Francisco, CA Mar 2011 - Jun 2011 < 1
Elephant Bar Restaurant Daly City, CA Mar 2006 - Mar 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Darling V. Pineda
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • 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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