Montserrat Flores, financial advisor Potomac MD

Montserrat Flores

CRD Number: 7078351
Current Firm: J.p. Morgan Securities LLC

Montserrat Flores (CRD# 7078351) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Potomac, MD 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. Bathesda, MD Feb 2021 - Current 1
J.p. Morgan Securities, LLC Bathesda, MD Feb 2021 - Current 1
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
Contact Info for Montserrat Flores
Phone Number: 800-999-2000
Registered State(s):
  • MD
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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