Miami Beach, FL Alton Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$392,937,438,222
ClientsTotal clients
1,234,172
AdvisorsAdvisors at this office
3
Of 14,167 advisors across 3,592 offices
Location
1801 Alton Rd
Miami Beach FL 33139
Advisors at this office
3
Advisors at this office
Beatriz C
Series 66
Miami Beach, FL
J.P. Morgan Securities
Beatriz Correa is a financial advisor with J.P. Morgan Securities in Miami Beach, FL, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Agia, Valic, and FedEx Express. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.
Geraldo M
Series 66
Miami Beach, FL
J.P. Morgan Securities
Geraldo Mendoza is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has been with J.P. Morgan Securities since 2022 and has a longer tenure at JPMorgan Chase Bank, N.A. dating back to 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence to support client decisions. The firm applies an ESG eligibility framework when recommending strategies and offers a broad range of products through its affiliation with a larger broker-dealer and banking organization.
Leonard V
Series 63, Series 66
Miami Beach, FL
J.P. Morgan Securities
Leonard Vasquez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various J.P. Morgan entities since 2013. J.P. Morgan Securities 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 network of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining institutional advisory capabilities with affiliated brokerage and investment management functions.
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