DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

RAUL M BLANCO

Advisor at J.P. MORGAN SECURITIES LLC

MCKINNEY, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e773f077-81f3-4593-c972-a327ce8109da

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Aug 8, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 23, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 11
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jul 23, 1998
First registration: Aug 8, 2002
Dual registered: yes, broker-dealer
Other names: Raul M Blanco|RAUL Maria BLANCO|RAUL BLANCO
IAPD individual key: 3084038

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Apr 23, 2024	n/a	yes	MCKINNEY, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Sep 2, 2021	Apr 10, 2024	no	PLANO, TX	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Aug 5, 2020	May 10, 2021	no	PLANO, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Jun 22, 2020	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jun 23, 2016	Jan 8, 2018	no	Addison, TX	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Feb 29, 2016	May 27, 2016	no	DALLAS, TX	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Dec 3, 2014	Dec 7, 2015	no	DALLAS, TX\|ARLINGTON, VA	Previous registration
BOFA ADVISORS, LLC	Former SEC adviser	Aug 31, 2010	Oct 28, 2014	no	CHARLOTTE, NC	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 23, 2009	Aug 24, 2010	no	CHARLOTTE, NC\|WEEHAWKEN, NJ	Previous registration
BOFA ADVISORS, LLC	Former SEC adviser	Feb 2, 2005	Aug 21, 2008	no	CHARLOTTE, NC\|MIAMI, FL	Previous registration
BACAP DISTRIBUTORS, LLC	n/a	Oct 22, 2004	Feb 3, 2005	no	CHARLOTTE, NC	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Aug 8, 2002	Sep 3, 2004	no	PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	J.P. MORGAN SECURITIES LLC	Apr 10, 2024	Apr 23, 2024	13	Firm change	Ibd to wirehouse
PNC MANAGED ACCOUNT SOLUTIONS, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	May 10, 2021	Sep 2, 2021	115	Firm change	Ibd to ibd
USAA INVESTMENT SERVICES COMPANY	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Jun 22, 2020	Aug 5, 2020	44	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
EAGLE STRATEGIES LLC	USAA FINANCIAL PLANNING SERVICES	May 27, 2016	Jun 23, 2016	27	Firm change	Other
E*TRADE CAPITAL MANAGEMENT, LLC	EAGLE STRATEGIES LLC	Dec 7, 2015	Feb 29, 2016	84	Firm change	Other
BOFA ADVISORS, LLC	E*TRADE CAPITAL MANAGEMENT, LLC	Oct 28, 2014	Dec 3, 2014	36	Firm change	Other
UBS FINANCIAL SERVICES INC.	BOFA ADVISORS, LLC	Aug 24, 2010	Aug 31, 2010	7	Firm change	Other
BOFA ADVISORS, LLC	UBS FINANCIAL SERVICES INC.	Aug 21, 2008	Jan 23, 2009	155	Firm change	Other
BACAP DISTRIBUTORS, LLC	BOFA ADVISORS, LLC	Feb 3, 2005	Feb 2, 2005	-1	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	BACAP DISTRIBUTORS, LLC	Sep 3, 2004	Oct 22, 2004	49	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
5475:110476:TX:2020-06-17	Jun 22, 2020	Aug 5, 2020	SAN ANTONIO, TX	Firm change

Relationships

Registered with (11)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: current employment
Apr 23, 2024 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Sep 2, 2021 to Apr 10, 2024factForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Aug 5, 2020 to May 10, 2021factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Jun 22, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Jun 23, 2016 to Jan 8, 2018factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Feb 29, 2016 to May 27, 2016factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 3, 2014 to Dec 7, 2015factForm ADV
→ BOFA ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 31, 2010 to Oct 28, 2014factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 23, 2009 to Aug 24, 2010factForm ADV
→ BACAP DISTRIBUTORS, LLCRegistered adviserregistration: previous registration
Oct 22, 2004 to Feb 3, 2005factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 8, 2002 to Sep 3, 2004factForm ADV

Dated events

Occurred
Apr 10, 2024
Advisor changed firm
Raul M Blanco left Fidelity Personal And Workplace Advisors for J.P. Morgan Securities Llc (registered 2024-04-23)
Form ADVobserved 6 days ago