Odalys Delfina Visbal

CRD 4778597 · J.P. Morgan Securities LLC · Miami, FL

IA RegisteredBroker

Also appears in the source record as: Odalys D Perez; Odalys Delfina Perez; Odalys Perez

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 31Series 7Series 6Series 66
Registered states (20): California · Florida · Georgia · Hawaii · Illinois · Iowa · Louisiana · Massachusetts · Michigan · Nevada · New Jersey · New York · Ohio · Puerto Rico · Rhode Island · Tennessee · Texas · Vermont · Virginia · Wyoming
Years in the industry (source record): 21
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 (12)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Miami, FL · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Miami, FL · BC capacity

start not retrieved → present
Chase Investment Services Corp.
Miami, FL · IA capacity

Aug 3, 2009 → Oct 1, 2012
Chase Investment Services Corp.
Miami, FL · BC capacity

Jul 27, 2009 → Oct 1, 2012
Morgan Stanley Smith Barney LLC
Miami, FL · IA capacity

Jun 1, 2009 → Jul 8, 2009
Morgan Stanley Smith Barney
Miami, FL · BC capacity

Jun 1, 2009 → Jul 8, 2009
Morgan Stanley & Co. Incorporated
Miami, FL · IA capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
Miami, FL · BC capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley
Miami, FL · IA capacity

Oct 2, 2006 → Apr 2, 2007
Morgan Stanley Dw Inc.
Miami, FL · BC capacity

May 16, 2006 → Apr 2, 2007
Morgan Keegan & Company, Inc.
Coral Gables, FL · BC capacity

Jan 20, 2005 → Apr 20, 2006
Wm Financial Services, Inc.
Irvine, CA · BC capacity

May 31, 2004 → Nov 19, 2004

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4778597 ↗ FINRA BrokerCheck record for CRD 4778597 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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