Kerry Morris, financial advisor Northridge CA

Kerry Morris

CRD Number: 2075478
Current Firm: J.p. Morgan Securities LLC

Kerry Morris (CRD# 2075478) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Northridge, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Canoga Park, CA Oct 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Kerry A. Morris
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • NY
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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