Kevin Depue, financial advisor Ashland OH
93 score

Kevin Depue

CRD Number: 5511889
Current Firm: J.p. Morgan Securities LLC

Kevin Depue (CRD# 5511889) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ashland, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Ashland, OH Feb 2015 - Current 1
Lucas Schools Sustaing Fund Lucas, OH Jun 2009 - Current 7
Edward Jones St. Louis, MO Aug 2012 - Feb 2015 2
Edward Jones Investments Mansfield, OH Aug 2012 - Feb 2015 2
Bank Of America Na Mansfield, OH Feb 2011 - Aug 2012 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mansfield, OH Jan 2011 - Aug 2012 1
Morgan Stanley Smith Barney Dublin, OH Jun 2009 - Jan 2011 1
Morgan Stanley And Co Inc. Dublin, OH Sep 2008 - May 2009 < 1
Merrill Lynch Mansfield, OH Mar 2008 - Sep 2008 < 1
Viking-worthington Valley City, OH Sep 2005 - Mar 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Kevin J. Depue
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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