Steven Gallegos (CRD# 6570408) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Aurora, CO and has over 8 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Greenwood Village, CO | Jun 2023 - Current | < 1 |
Jpmorgan Chase Bank, N.a. | Greenwood Village, CO | Jun 2023 - Current | < 1 |
Wells Fargo Clearing Services, LLC | Englewood, CO | Jul 2019 - May 2023 | 3 |
Wells Fargo Bank, Na | Englewood, CO | Dec 2011 - May 2023 | 11 |
Steven Gallegos Jr | Littleton, CO | Mar 2019 - Jun 2019 | < 1 |
Wells Fargo Clearing Services, LLC | Littleton, CO | Oct 2015 - Mar 2019 | 3 |
Wells Fargo Advisors, LLC | Littleton, CO | Oct 2015 - Nov 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2015 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- CO
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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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