Martin Kappeler, financial advisor Xenia OH
90 score

Martin Kappeler

CRD Number: 5495402
Current Firm: J.p. Morgan Securities LLC

Martin Kappeler (CRD# 5495402) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Xenia, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Xenia, OH Oct 2012 - Current 4
Jpmorgan Chase Bank Na Dayton, OH Feb 2008 - Current 8
Chase Investment Services Corp Dayton, OH Feb 2008 - Oct 2012 4
Wells Fargo Dayton, OH Oct 2006 - Feb 2008 1
Fastenel Fairborn, OH Mar 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Martin B. Kappeler
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
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
90
Clean Record
This advisor has a clean track record with regulators.

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