Montserrat FloresCRD 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|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|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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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