Jason Kariuki, financial advisor Englewood CO

Jason Kariuki

CRD Number: 6747598
Current Firm: J.p. Morgan Securities LLC

Jason Kariuki (CRD# 6747598) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Englewood, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Parker, CO Apr 2021 - Current < 1
J.p. Morgan Chase Bank, N.a. Parker, CO Apr 2021 - Current < 1
Charles Schwab & Company, Inc. Berkeley, CA Jan 2017 - Apr 2021 4
Charles Schwab Bank Berkeley, CA Jan 2017 - Apr 2021 4
Nonna's Italian Bistro Centennial, CO Nov 2016 - Aug 2017 < 1
Metropolitan State University Of Denver Denver, CO Aug 2012 - Dec 2016 4
Wingtip Services Denver, CO Aug 2015 - Feb 2016 < 1
Q Advisors Denver, CO Mar 2015 - May 2015 < 1
Melco Usa Westminster, CO Feb 2014 - Sep 2014 < 1
Kse Imprints Denver, CO Jun 2013 - Mar 2014 < 1
My Other Bar Denver, CO Jun 2012 - Aug 2013 1
Esquire Theater Denver, CO Oct 2012 - Apr 2013 < 1
Unemployed Denver, CO Feb 2012 - May 2012 < 1
Safeway Denver, CO Sep 2011 - Jan 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2017
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Jason Kariuki
Phone Number: 800-999-2000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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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