Jorge AlvarezCRD Number: 6127314
Current Firm: J.p. Morgan Securities LLC
Jorge Alvarez (CRD# 6127314) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hinsdale, IL and has over 9 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Jpmorgan Chase Bank, N.a.||Chicago, IL||Jan 2018 - Current||4|
|Jp Morgan Securities LLC||Chicago, IL||Oct 2012 - Current||9|
|Jpmorgan Chase Bank||Chicago, IL||Dec 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2012|
|S66||NASAA Uniform Combined State Law Examination||Feb 2018|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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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