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Advisors / Florida / Aventura
2yrs

Michael Ramirez

Financial advisor at J.p. Morgan Securities

Michael Ramirez has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Aventura, Florida. Michael joined J.p. Morgan Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.

One of 279 advisors with offices in Aventura, and one of 257 fiduciaries.

Aventura, FL 33180Fiduciary advisor

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
Office19495 Biscayne Blvd., Aventura, FL 33180
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. Apr 2025 – now

Questions to ask Michael

Tailored to Michael’s registration and firm.

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

My notes and scorecard

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About Michael

How do I contact Michael?

Call J.p. Morgan Securities at 800-999-2000 and ask for Michael Ramirez. Michael works from the Aventura, FL office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Michael hold?

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

Is Michael a fiduciary?

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

How is Michael paid?

J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Michael 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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