Jacqueline Ibarra (CRD# 5649908) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Joliet, IL and has over 14 years of experience in the finance industry.
CRD# 2649533
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1645288
Adamec Financial Group, Inc.
CRD# 6691750
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank | Carol Stream, IL | Jun 2016 - Current | 7 |
| Jpmorgan Securities LLC | Carol Stream, IL | Jun 2016 - Current | 7 |
| U.s. Bancorp Investments, Inc. | Lombard, IL | Jul 2014 - Jun 2016 | 1 |
| U.s. Bank | Lombard, IL | Jun 2014 - Jun 2016 | 2 |
| Charter One | Lombard, IL | Oct 2013 - Jun 2014 | < 1 |
| Cco Investment Services Corp | Lombard, IL | Oct 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- IL
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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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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