Jose Cerda (CRD# 7080971) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Watsonville, CA and has over 5 years of experience in the finance industry.
CRD# 5946406
J.p. Morgan Securities LLC
CRD# 5011191
Raymond James Financial Services Advisors, Inc.
CRD# 6737880
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Salinas, CA | Mar 2019 - Current | 5 |
Jpmorgan Chase Bank, N.a. | Salinas, CA | Mar 2019 - Current | 5 |
Unemployed | Salinas, CA | Nov 2018 - Feb 2019 | < 1 |
Unemployed | San Jose, CA | Oct 2018 - Nov 2018 | < 1 |
Target Corporation | San Jose, CA | Aug 2018 - Sep 2018 | < 1 |
Unemployed | San Jose, CA | Jan 2018 - Jul 2018 | < 1 |
San Jose State University | San Jose, CA | Aug 2012 - Dec 2017 | 5 |
Red Robin Gourmet Burgers, Inc. | San Jose, CA | Jul 2017 - Oct 2017 | < 1 |
Chipotle | San Jose, CA | Jun 2015 - Jun 2015 | < 1 |
Mi Pueblo Food Center | Hayward, CA | Nov 2014 - May 2015 | < 1 |
Nordstrom | San Jose, CA | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2019 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- CA
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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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