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Advisors / Florida / Miami
4yrs

Alejandro Ramirez

Financial advisor at J.P. Morgan Securities

Alejandro Ramirez is a fiduciary financial advisor in Miami, Florida, with 4 years in the industry. After a year at Morgan Stanley and less than a year at EFG Private Wealth Management (americas), Alejandro joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.

One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.

Miami, FL 33131Fiduciary advisor
Call the officeDirections

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state

Services through J.P. Morgan Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now
  2. Oct 2022 – Jan 2024
    Morgan StanleyPreviously
  3. Sep 2022 – Oct 2022

Questions to ask Alejandro

Tailored to Alejandro’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Alejandro

How do I contact Alejandro?

Call Alejandro’s local office at (305) 579-9418 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Alejandro Ramirez.

How long has Alejandro been a financial advisor?

Alejandro has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Alejandro hold?

Series 66. Tap any license on this page to see what it allows.

Is Alejandro a fiduciary?

Alejandro is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Alejandro paid?

J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Alejandro for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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