Kai Langenberg (CRD# 4663451) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in King City, CA and has over 20 years of experience in the finance industry.
CRD# 1211884
Raymond James Financial Services Advisors, Inc.
CRD# 6983259
Lpl Financial LLC
CRD# 6059116
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Marina, CA | Sep 2019 - Current | 4 |
| Jp Morgan Chase Bank, N.a. | Marina, CA | Sep 2019 - Current | 4 |
| Unemployed | El Cerrito, CA | May 2019 - Aug 2019 | < 1 |
| Farmers Insurance | Emeryville, CA | May 2016 - Apr 2019 | 2 |
| Farmers Financial Solutions, LLC | Emeryville, CA | Oct 2016 - Jul 2018 | 1 |
| Marsh Mclennan | San Francisco, CA | Sep 2015 - May 2016 | < 1 |
| Jpmorgan Chase | San Francisco, CA | Apr 2014 - Sep 2015 | 1 |
| Jp Morgan Securities, LLC | San Francisco, CA | Apr 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- CA
- 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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