Peter Kuylenstierna, financial advisor Lake Worth FL
93 score

Peter Kuylenstierna

CRD Number: 1371389
Current Firm: J.p. Morgan Securities LLC

Peter Kuylenstierna (CRD# 1371389) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lake Worth, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Lake Worth, FL Oct 2012 - Current 4
Wm Financial Services, Inc. Lake Worth, FL Jun 2007 - Current 9
Chase Investment Services Corp. Lake Worth, FL May 2009 - Oct 2012 3
Unempolyed Boynton Beach, FL Feb 2007 - Jun 2007 < 1
Wachovia Securities, LLC Pompano Beach, FL Jun 2003 - Feb 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1997
S65 NASAA Investment Advisors Law Examination Sep 2005
Contact Info for Peter W. Kuylenstierna
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
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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