Juan Maldonado Moncada (CRD# 6837491) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newark, DE and has over 6 years of experience in the finance industry.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6691058
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Newark, DE | Jan 2024 - Current | < 1 |
| Jp Morgan Securities, LLC | Newark, DE | Jan 2024 - Current | < 1 |
| Doordash | Philadelphia, PA | Apr 2021 - Current | 3 |
| Jp Morgan Securities, LLC | Philadelphia, PA | Jun 2022 - Jan 2024 | 1 |
| Jp Morgan Chase Bank N.a. | Philadelphia, PA | May 2022 - Jan 2024 | 1 |
| Wells Fargo Clearing Services, LLC | Philadelphia, PA | Jul 2017 - Jun 2022 | 4 |
| Wells Fargo Bank N.a. | Philadelphia, PA | Aug 2014 - May 2022 | 7 |
| Fleur Cinema | Des Moines, IA | Sep 2014 - Dec 2019 | 5 |
| Mcdonalds | Decorah, IA | May 2007 - Jul 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- DE
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Total Assets Under Management249,731MILLIONS
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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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