Carlos Guerrero is an investment adviser representative (IAR) with state registration records since 2024, appearing at 4 firms. Currently registered with J.P. MORGAN SECURITIES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | 2026-04-03 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2026-03-19 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-11-20 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2024-03-11 | 2024-03-21 | — |