Arthur Angulo (CRD# 4422980) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Newport Beach, CA | Dec 2021 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | Newport Beach, CA | Dec 2021 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | San Francisco, CA | Oct 2018 - Dec 2021 | 3 |
| Jpmorgan Securities, LLC | San Francisco, CA | Oct 2018 - Dec 2021 | 3 |
| Tiaa | Oakland, CA | Nov 2016 - Sep 2018 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Oakland, CA | Nov 2016 - Sep 2018 | 1 |
| Citigroup Global Markets Inc. | La Canada Flintridge, CA | Oct 2015 - Nov 2016 | 1 |
| Evoke Med | Beverly Hills, CA | Jul 2015 - Oct 2015 | < 1 |
| Charles Schwab & Company, Inc. | Los Angeles, CA | Jul 2012 - Jul 2015 | 3 |
| Charles Schwab Bank | Los Angeles, CA | Jul 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- 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
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 derived from SEC.gov data covering 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.
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.