San Jose, CA Cottle 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
2
Of 14,280 advisors across 3,607 offices
Location
5640 Cottle Rd, Ste 10
San Jose CA 95123
Advisors at this office
2
Advisors at this office
Pierre Robin D
Series 63, Series 66
San Jose, CA
J.P. Morgan Securities
Pierre Robin Dualan is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2011. His background includes a seven-year tenure with the Golden State Warriors. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.
Mario F
Series 66
San Jose, CA
J.P. Morgan Securities
Mario Fitoria is a financial advisor with J.P. Morgan Securities in San Jose, CA. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2025. Prior to that, he worked at JPMorgan Chase Bank, N.A. and Bank of America. Outside of finance, he is also involved in the entertainment industry as a weekend club DJ and music producer. J.P. Morgan Securities provides institutional consulting services to clients such as corporations and foundations, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.
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