J.p. Morgan Securities LLC

J.p. Morgan Securities LLC (CRD# 79) is a financial advisory firm headquartered in New York, NY. They manage $81,561,720,625 in 376,424 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    81,562
    MILLION
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at J.p. Morgan Securities LLC
Showing 1 - 10 of 6,435 top financial advisors.
1
Joseph A. Azzopardi
CRD#: 5237132
7830 Edinger Avenue, Huntington Beach, CA 92647
101
Wealthminder
score

Joseph Azzopardi (CRD# 5237132) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huntington Beach, CA and has over 9 years of experience in the finance industry. Joseph Azzopardi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kyle A. Cain
CRD#: 5447591
285 Sunrise Ave, Palm Beach, FL 33480
101
Wealthminder
score

Kyle Cain (CRD# 5447591) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palm Beach, FL and has over 10 years of experience in the finance industry. Kyle Cain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Russell L. Fletcher
CRD#: 1787137
San Carlos & 6th Street, Carmel-By-The-Sea, CA 93921
101
Wealthminder
score

Russell Fletcher (CRD# 1787137) is an Investment Advisor Representative working at J.P. Morgan Securities LLC in Carmel-By-The-Sea, CA and has over 27 years of experience in the finance industry.

4
Brian E. Owens
CRD#: 5784355
3098 Eagle Dr, Woodstock, GA 30189
101
Wealthminder
score
Brian Owens (CRD# 5784355) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Woodstock, GA and has over 7 years of experience in the finance industry.
5
Tyler E. Passmore
CRD#: 4395686
1200 Central Ave, Wilmette, IL 60091
101
Wealthminder
score

Tyler Passmore (CRD# 4395686) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wilmette, IL and has over 16 years of experience in the finance industry. Tyler Passmore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Melody K. Clark
CRD#: 4557500
301 Broadway East, Seattle, WA 98102
100
Wealthminder
score

Melody Clark (CRD# 4557500) is an Investment Advisor Representative working at J.P. Morgan Securities LLC in Seattle, WA and has 13 years of experience in the finance industry.

7
Matthew W. Killip
CRD#: 5916242
132 Parkway Road, Bronxville, NY 10708
100
Wealthminder
score

Matthew Killip (CRD# 5916242) is an Investment Advisor Representative working at J.P. Morgan Securities LLC in Bronxville, NY and has over 6 years of experience in the finance industry.

8
Brian O. Butler
CRD#: 2595308
12401 S Post Oak, Houston, TX 77045
98
Wealthminder
score

Brian Butler (CRD# 2595308) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 9 years of experience in the finance industry.

9
Shaun Kelley
CRD#: 5174627
373 N Milwaukee St, Boise, ID 83704
98
Wealthminder
score

Shaun Kelley (CRD# 5174627) is an Investment Advisor Representative working at J.P. Morgan Securities LLC in Boise, ID and has over 9 years of experience in the finance industry.

10
Jesusita Rodriguez
CRD#: 3272781
471 W. 42nd Street, New York, NY 10036
98
Wealthminder
score

Jesusita Rodriguez (CRD# 3272781) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 15 years of experience in the finance industry.

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