Kelsey Knudson, financial advisor Rockford IL

Kelsey Knudson

CRD Number: 6155208
Current Firm: J.p. Morgan Securities LLC

Kelsey Knudson (CRD# 6155208) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rockford, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank Madison, WI Mar 2016 - Current 6
Jp Morgan Securities LLC Madison, WI Mar 2016 - Current 6
Arbonne International Madison, WI Dec 2015 - Oct 2017 1
Bmo Harris Bank Sun Prairie, WI May 2015 - Feb 2016 < 1
Jp Morgan Securities LLC Madison, WI Jan 2013 - May 2015 2
Jpmorgan Chase Bank Madison, WI Sep 2012 - May 2015 2
Jpmorgan Chase Bank Edgerton, WI Feb 2012 - Sep 2012 < 1
American Eagle Outfitters Janesville, WI Oct 2011 - Aug 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Kelsey C. Knudson
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    229,725
    MILLIONS
  • Total Number of Accounts
    856,594
    ACCOUNTS
  • Average Account Value
    $268,184
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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