Isaac Lleras, financial advisor Puyallup WA
93 score

Isaac Lleras

CRD Number: 6099591
Current Firm: J.p. Morgan Securities LLC

Isaac Lleras (CRD# 6099591) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Puyallup, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Puyallup, WA Apr 2017 - Current 1
Ameriprise Financial Services, Inc. Bremerton, WA Jun 2015 - Apr 2017 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jun 2015 < 1
Morgan Stanley Tacoma, WA Feb 2013 - Jun 2015 2
Unemployed Puyallup, WA Nov 2012 - Feb 2013 < 1
Morgan Stanley Tacoma, WA Jul 2012 - Nov 2012 < 1
Absher Contruction Puyallup, WA Jun 2003 - Jul 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Isaac Lleras
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
  • WA
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
93
Clean Record
This advisor has a clean track record with regulators.

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