Eric AldapeCRD Number: 5782971
Current Firm: J.p. Morgan Securities LLC
Eric Aldape (CRD# 5782971) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 12 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Jp Morgan Securities, LLC||Houston, TX||Sep 2020 - Current||2|
|Jp Morgan Chase Bank, N.a.||Houston, TX||Sep 2020 - Current||2|
|Frost Brokerage Servicee||Houston, TX||Sep 2019 - Aug 2020||< 1|
|Frost Investment Services||Houston, TX||Sep 2019 - Aug 2020||< 1|
|Jpmorgan Securities LLC||Houston, TX||Apr 2017 - Sep 2019||2|
|Jpmorgan Chase Bank Na||Houston, TX||Nov 2014 - Mar 2017||2|
|J.p. Morgan Securities Llc/jpmorgan Chase Bank Na||Houston, TX||Jan 2014 - Oct 2014||< 1|
|Jpmorgan Chase Bank Na||Houston, TX||Jan 2012 - Jan 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2010|
|S66||NASAA Uniform Combined State Law Examination||May 2017|
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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