Giovanna Egas, financial advisor Miami FL

Giovanna Egas

CRD 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.

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Company Name Location Dates Years
J.p. Morgan Chase Bank, N.a. Pinecrest, FL Jan 2021 - Current 1
J.p. Morgan Securities, LLC Pinecrest, FL Jan 2021 - Current 1
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
Contact Info for Giovanna N. Egas
Phone Number: 800-999-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    229,725
    MILLIONS
  • Total Number of Accounts
    856,594
    ACCOUNTS
  • Average Account Value
    $268,184
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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