Yuritzi K Chavez
Advisor at Merrill — Sun Valley, CA Sunland Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66, Series 63
Experience Industry experience
3 years
Location
Sun Valley, CA 91352
Merrill
Institution
Yuritzi Chavez is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, she worked at J.P. Morgan Securities and JPMC Bank NA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Sun Valley, CA Sunland Blvd
8888 Sunland Blvd
Sun Valley CA 91352
Advisors at this office
1
California · Texas
3 years of industry experience
Bank of America, N.A.
2026 - Present • 1 year
Encino, CA
Merrill
2026 - Present • 1 year
Encino, CA
J.P. Morgan Securities
2023 - 2026 • 3 years
Sun Valley, CA
JPMC BANK NA (Southwest)
2023 - 2026 • 3 years
Sun Valley, CA
Wells Fargo Clearing Services LLC
2022 - 2023 • 1 year
Montebello, CA
Wells Fargo NA
2022 - 2023 • 1 year
Montebello, CA
JPMC BANK NA (Southwest)
2020 - 2022 • 2 years
Sun Valley, CA
Amazon
2019 - 2020 • 1 year
Pasadena, CA
Ross Stores, Inc.
2019 - 2019 • 1 year
Dublin, CA
Unemployed
2018 - 2019 • 1 year
Pasadena, CA
Target
2018 - 2018 • 1 year
Pasadena, CA
Unemployed
2013 - 2018 • 5 years
Pasadena, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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