Giovanna EgasCRD Number: 7066383
Current Firm: J.p. Morgan Securities LLC
Giovanna Egas (CRD# 7066383) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Miami, FL and has over 3 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|J.p. Morgan Chase Bank, N.a.||Pinecrest, FL||Jan 2021 - Current||2|
|J.p. Morgan Securities, LLC||Pinecrest, FL||Jan 2021 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Miami, FL||Jan 2019 - Jan 2021||2|
|Bank Of America||Miami, FL||Jan 2019 - Jan 2021||2|
|Unemployed||Palmetto Bay, FL||Jul 2017 - Dec 2018||1|
|Unemployed||Sunrise, FL||Aug 2016 - Jun 2017||< 1|
|Santander Bank||Union, NJ||Dec 2015 - Jul 2016||< 1|
|Pier1 Imports||Springfield, NJ||Sep 2013 - Jan 2016||2|
|Coldwell Banker Residential||Summit, NJ||Sep 2013 - Jan 2016||2|
|Unemployed||Springfield, NJ||Jun 2013 - Aug 2013||< 1|
|Millburn School Of Business||Millburn, FL||Apr 2013 - May 2013||< 1|
|Dolcefondant.com||Springfield, NJ||Dec 2006 - Apr 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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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