Raul Valencia

CRD 4524877 · J.P. Morgan Securities LLC · San Antonio, TX

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 26Series 66Series 63
Registered states (16): Arizona · California · Colorado · Florida · Georgia · Indiana · Kansas · Kentucky · Louisiana · Massachusetts · Minnesota · Mississippi · Nebraska · Oklahoma · Texas · Virginia
Years in the industry (source record): 22
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (11)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
San Antonio, TX · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
San Antonio, TX · BC capacity

start not retrieved → present
Pnc Managed Account Solutions, Inc.
San Antonio, TX · IA capacity

Dec 14, 2018 → Aug 23, 2021
Bbva Securities Inc.
San Antonio, TX · BC capacity

Dec 11, 2018 → Aug 23, 2021
Frost Investment Services
San Antonio, TX · IA capacity

Oct 6, 2017 → Dec 3, 2018
Frost Brokerage Services, Inc.
San Antonio, TX · BC capacity

May 7, 2014 → Dec 3, 2018
Allstate Financial Services, LLC
San Antonio, TX · BC capacity

Sep 28, 2011 → Jan 10, 2014
Royal Alliance Associates, Inc.
San Antonio, TX · IA capacity

Oct 1, 2010 → Sep 19, 2011
Royal Alliance Associates, Inc.
San Antonio, TX · BC capacity

Sep 23, 2010 → Sep 19, 2011
Farmers Financial Solutions, LLC
San Antonio, TX · BC capacity

Feb 9, 2005 → Sep 23, 2010
Edward Jones
St. Louis, MO · BC capacity

Apr 29, 2003 → Jul 2, 2004

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4524877 ↗ FINRA BrokerCheck record for CRD 4524877 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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