Leonel Jacquez-Bojorquez (CRD# 7047626) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Henderson, NV and has over 5 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank, N.a. | Henderson, NV | Jan 2024 - Current | < 1 |
J.p. Morgan Securities LLC | Henderson, NV | Jan 2024 - Current | < 1 |
Ubs | Las Vegas, NV | Mar 2020 - Dec 2023 | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Vegas, NV | Dec 2014 - Mar 2020 | 5 |
Wells Fargo Bank | Las Vegas, NV | Sep 2012 - Nov 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- NV
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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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