Kevin Fitzpatrick (CRD# 5987290) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Smithtown, NY and has over 11 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Smithtown, NY | Apr 2024 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Smithtown, NY | Apr 2024 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville, NY | May 2022 - Apr 2024 | 1 |
| Bank Of America, N.a. | Melville, NY | May 2022 - Apr 2024 | 1 |
| Spring Lake Country Club | Middle Island, NY | Apr 2023 - Nov 2023 | < 1 |
| Unemployed | Lake Ronkonkoma, NY | Apr 2022 - Apr 2022 | < 1 |
| Joseph Gunnar & Company LLC | New York, NY | Sep 2018 - Mar 2022 | 3 |
| National Securities Corporation | New York, NY | May 2015 - Aug 2018 | 3 |
| National Securities Corp | New York, NY | May 2015 - Aug 2018 | 3 |
| Joseph Gunnar & Co | Melville, NY | Mar 2013 - May 2015 | 2 |
| Joseph Gunnar & Company, LLC | Melville, NY | Oct 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- NY
- 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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