Jaime Soto (CRD# 6016080) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Johns Creek, GA and has over 10 years of experience in the finance industry.
CRD# 1742325
Edward Jones
CRD# 5828415
Ajax Capital Advisors, Inc.
CRD# 5664472
Ajax Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank N.a | Boca Raton, FL | Aug 2015 - Current | 8 |
| J.p. Morgan Securities LLC | Boca Raton, FL | Oct 2012 - Current | 11 |
| Jp Morgan Chase Bank N.a | Boca Raton, FL | Dec 2014 - Jul 2015 | < 1 |
| Jp Morgan Chase Bank N.a | Boca Raton, FL | Jan 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- FL
- GA
- 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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