Kevin Arthur-Whitworth Sheard

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → Present
  J.P. Morgan Securities Llc
  Birmingham, MI
• 11/2016 → Present
  Jpmorgan Chase Bank, N.A.
  Birmingham, MI

Previous Registrations

• 2011-09-13 → 2014-07-17
  Tactical Allocation Group, Llc
  Birmingham, MI
• 2010-11-17 → 2011-08-18
  Chase Investment Services Corp.
  Walled Lake, MI
  Rochester Hills, MI
  Bloomfield Hills, MI
  Southfield, MI
• 2010-09-03 → 2010-11-12
  Charles Schwab & Co., Inc.
  Troy, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-08
• S63 Uniform Securities Agent State Law Examination
  2014-09-03
• S66 Uniform Combined State Law Examination
  2010-07-22

Other Names

• Kevin Arthur Whitworth Sheard
• Kevin A Sheard