Kyle McGrath (CRD# 6506146) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arvada, CO and has over 6 years of experience in the finance industry.
CRD# 3100278
Zeit Capital Advisors
CRD# 3073220
Lpl Financial LLC
CRD# 5495455
Schaefer Financial Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Chase Bank, N.a. | Arvada, CO | Oct 2020 - Current | 3 |
| J.p. Morgan Securities, LLC | Arvada, CO | Oct 2020 - Current | 3 |
| Gerber, LLC | Columbus, OH | Jul 2016 - Sep 2020 | 4 |
| Raymond James Financial Services, Inc. | Columbus, OH | May 2016 - Sep 2020 | 4 |
| The Arlington Group | Columbus, OH | May 2015 - May 2016 | 1 |
| Unemployed | Columbus, OH | Jul 2014 - Apr 2015 | < 1 |
| The Ohio State University | Columbus, OH | Dec 2013 - Jun 2014 | < 1 |
| Crown Services | Columbus, OH | Jul 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- CO
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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