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Sebastian Antonio Galarce

Advisor at J.P. Morgan Securities — Orange City, FL

Updated today

Credentials

Series 66

Experience

16 years

Location

Orange City, FL 32763

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,226

Across 3,607 offices

Clients per advisor

87 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

Sebastian Galarce is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Regions Bank, Cetera Investment Services, and Wells Fargo Clearing. Outside of his advisory work, he has been involved in entrepreneurial activities such as Fun 4 U Rentals LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

Orange City, FL

2596 Enterprise Road

Orange City FL 32763

Advisors at this office

1

Most active in

Florida · Texas

Work history

16 years of industry experience

JPMorgan Chase Bank, N.A.

2023 - Present • 3 years

Orange City, FL

J.P. Morgan Securities

2023 - Present • 3 years

Orange City, FL

Fun 4 U Rentals LLC

2023 - 2025 • 2 years

Oviedo, FL

Regions Bank

2021 - 2023 • 2 years

Orlando, FL

Cetera Investment Services Llc

2021 - 2023 • 2 years

Saint Cloud, MN

Cetera

2021 - 2023 • 2 years

Orlando, FL

Marea Roja Miami Llc

2021 - 2023 • 2 years

Oviedo, FL

Wells Fargo Clearing

2019 - 2021 • 2 years

Miami, FL

Wells Fargo Bank, Na

2019 - 2021 • 2 years

Miami, FL

Fusion Deportiva, LLC.

2018 - 2019 • 1 year

Cutler Bay, FL

J.P. Morgan Securities

2012 - 2019 • 7 years

Pinecrest, FL

JPMorgan Chase Bank, N.A.

2007 - 2019 • 12 years

Miami, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gary K

Series 63, Series 65

Sanford, FL

KALTBAUM Capital Management

Gary Kaltbaum is the principal of Kaltbaum Capital Management with 42 years of experience in the industry. He holds Series 63 and Series 65 licenses and has led his firm since 2010. Outside of his advisory role, he hosts a daily radio show and contributes to Fox News Business as a media commentator. Kaltbaum Capital Management serves individual and high-net-worth clients by offering discretionary and non-discretionary portfolio management across equities, fixed income, and ETFs. The firm employs fundamental and technical analysis along with daily portfolio monitoring, and provides investment research, consulting, and market commentary to a broad audience.

Active portfolio management Concentrated stock management
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Jon Michael C

Series 65

DeLand, FL

Hanson Financial Group

Jon Michael Carrick is a financial advisor at Hanson Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Hanson Financial Group since 2023. Carrick also has a long-term academic role at Stetson University, where he has been employed since 2011. Outside of advising, he serves as Director of Alta Peaks, Inc., an investment holding company that was previously active in selling market research reports. Hanson Financial Group primarily serves pooled investment vehicles and institutional or business clients through discretionary investment supervisory and portfolio management services. The firm employs a tactical allocation approach across various asset classes and does not use a percentage-of-assets fee model.

Active portfolio management Options & derivatives strategies Real estate investing University Employee
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Christopher H

CFP®, Series 63, Series 65

Lake Mary, FL

Haysley Financial Services, Inc.

Christopher Haysley is a CFP® professional with 31 years of industry experience, serving as the sole advisor at Haysley Financial Services, Inc. since 2007. He is also a licensed insurance agent, dedicating part of his practice to insurance sales. Haysley Financial Services, Inc. provides investment advisory and comprehensive financial planning services primarily to individual clients. The firm offers discretionary portfolio management, portfolio monitoring that can include third-party managers, and uses model portfolios alongside both fundamental and technical analysis in its investment approach.

Active portfolio management Private / alternative investments Real estate investing
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Demel G

CFP®, Series 63, Series 66

Sanford, FL

Heartwood Financial Services

Demel Gonzalez is a CFP® professional with 26 years of industry experience, currently serving as the sole advisor at Heartwood Financial Services in Sanford, FL. She has been with the firm since 2012. Heartwood Financial Services provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm combines fundamental and technical analysis in managing diverse investments, including digital assets and covered-call strategies, and conducts all portfolio management and planning functions through a single primary advisor.

Concentrated stock management
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Judy K

Series 63, Series 66

Deland, FL

Kehoe Investment Services, Inc

Judy Kehoe is the sole advisor at Kehoe Investment Services, Inc, an independent firm based in Deland, FL. She holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 19 years with her current firm, which she founded in 2007. Kehoe Investment Services provides financial planning and discretionary investment management to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs an evidence-based, disciplined asset allocation strategy focused on low-cost passive funds, broad diversification, systematic rebalancing, and a long-term tilt toward value, small-cap, and higher-profitability growth stocks.

General retirement planning Wealth management Passive / index investing Real estate investing
user avatar

David B

Series 63, Series 65, Series 66

Lake Mary, FL

Batman Wealth Management, LLC

David Batman is the founder of Batman Wealth Management, LLC, an independent advisory firm based in Lake Mary, Florida. He holds Series 63, 65, and 66 licenses and has 36 years of industry experience, including 18 years at LPL Financial LLC. In addition to his advisory work, he operates a tax preparation business focusing on individual and small business returns. Batman Wealth Management serves individuals, small business owners, estates, trusts, and non-profits with comprehensive financial planning and discretionary wealth management. The firm employs a strategic asset allocation approach using low-cost ETFs, no-load mutual funds, and selective individual securities, emphasizing tax-aware portfolio management and client education.

Tax-loss harvesting Wealth management ESG / Sustainable investing Founder/Business Owner Retired
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