Teresa Lopez, financial advisor Casa Grande AZ

Teresa Lopez

CRD Number: 2222760
Current Firm: J.p. Morgan Securities LLC

Teresa Lopez (CRD# 2222760) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Casa Grande, AZ and has over 27 years of experience in the finance industry.

Similar Advisors
Sharon Boucher, financial advisor Casa Grande AZ
Sharon E. Boucher
CRD# 5703731
Lpl Financial LLC
Similar Advisors
Michael Calisi, financial advisor Casa Grande AZ
Michael C. Calisi
CRD# 5214721
Next Financial Group, Inc.
Similar Advisors
John Clarke, financial advisor Casa Grande AZ
John B. Clarke
CRD# 3141834
Hornor, Townsend & Kent, LLC
Company Name Location Dates Years
J.p. Morgan Securities LLC Casa Grande, AZ Oct 2012 - Current 7
Valley National Bank Arizona City, AZ Aug 1982 - Current 37
Chase Investment Services Corp. Chicago, IL Jul 2005 - Oct 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S66 NASAA Uniform Combined State Law Examination Apr 2005
Contact Info for Teresa J. Lopez
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    130,276
    MILLIONS
  • Total Number of Accounts
    602,419
    ACCOUNTS
  • Average Account Value
    $216,255
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

Ready to hire a financial advisor? Get competitive proposals from Teresa Lopez and other advisors.
BADGES
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.