Yerel Morales (CRD# 4157375) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hesperia, CA and has over 11 years of experience in the finance industry.
CRD# 1527744
Transamerica Financial Advisors, Inc.
CRD# 1105623
Next Financial Group, Inc.
CRD# 4785517
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities, LLC | Hesperia, CA | Nov 2017 - Current | 6 |
| Legacy Investment Services, LLC | Rancho Cucamonga, CA | Apr 2017 - Nov 2017 | < 1 |
| Legacy Financial & Insurance Services | Rancho Cucamonga, CA | Mar 2017 - Oct 2017 | < 1 |
| Ae Wealth Management LLC | Ontario, CA | Aug 2016 - Apr 2017 | < 1 |
| Motiv8 Investments LLC | Ontario, CA | Mar 2017 - Mar 2017 | < 1 |
| Diversified Wealth Group, LLC | Ontario, CA | Apr 2016 - Mar 2017 | < 1 |
| Rpa Wealth Management | Rancho Cucamongo, CA | Nov 2013 - May 2016 | 2 |
| Rpa Insurance Services | Rancho Cucamonga, CA | Jan 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2013 |
- CA
- 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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