LPL Financial
33yrs
Top advisor by experience in Chino
8yrs
Based in Chino, California, Ruben Munoz is a fiduciary financial advisor with 8 years of industry experience. Ruben has been with J.P. Morgan Securities since 2025. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 28 advisors with offices in Chino, and one of 26 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office7033 Schaefer Ave, 1a, Chino, CA 91710
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.
Career
- May 2025 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Ruben
7033 Schaefer Ave, 1aChino, CA 91710Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask Ruben
Tailored to Ruben’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ruben
How do I contact Ruben?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Ruben Munoz. Ruben works from the Chino, CA office.
How long has Ruben been a financial advisor?
Ruben has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Ruben hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ruben a fiduciary?
Ruben is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ruben paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Ruben 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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