Montserrat Flores (CRD# 7078351) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bethesda, MD and has over 5 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 6876059
Prudential Financial Planning Services
CRD# 1493667
Spire Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Chase Bank, N.a. | Bathesda, MD | Feb 2021 - Current | 3 |
J.p. Morgan Securities, LLC | Bathesda, MD | Feb 2021 - Current | 3 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bethesda, MD | Feb 2019 - Feb 2021 | 2 |
Bank Of America, N.a./ Merril Lynch | Bethesda, MD | Feb 2019 - Dec 2020 | 1 |
St. Jude Children's Research Hospital | Arligton, VA | Feb 2018 - May 2019 | 1 |
Cargill | Memphis, TN | Nov 2014 - Feb 2018 | 3 |
Golden Eagle Of Arkansas | Little Rock, AR | May 2009 - Nov 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- MD
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
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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