Best Investors Account Sign in
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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2026-02-11
TX RA APPROVED_RES 2013-09-20
CA RA APPROVED 2012-10-01
  • HI RA
    APPROVED
    Since 2026-02-11
  • TX RA
    APPROVED_RES
    Since 2013-09-20
  • CA RA
    APPROVED
    Since 2012-10-01

Branch Locations

Kahuku, HI • United States

31250 Palos Verdes Dr W, Rancho Palos Verdes, CA 90275 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Rancho Palos Verdes CA 10/2012 Present
Jpmorgan Chase Bank, N.A. Rancho Palos Verdes CA 10/2012 Present
  • 10/2012 → Present
    Rancho Palos Verdes, CA
  • 10/2012 → Present
    Jpmorgan Chase Bank, N.A.
    Rancho Palos Verdes, CA
Previous Registrations
  • 2009-05-02 → 2012-10-01
    Chase Investment Services Corp.
    Torrance, CA
    Redondo Beach, CA
    Rolling Hills, CA
    Rolling Hills, CA
    Torrance, CA
    Torrance, CA
  • 2007-03-05 → 2009-05-02
    Wamu Investments, Inc.
    Torrance, CA
    Redondo Beach, CA
    Redondo Beach, CA
Other Businesses

Entity Name: Honu Escape Investment related: N Address: Banhattan Beach, CA 90266 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/03/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a single member LLC setup for a 1 unit condo that will offer short term rentals ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: (SELF) POSITION: FREELANCE DJ START DATE: 5/12/2018 ADDRESS: 3900 Manhattan Beach, CA DETAILS: DJ FOR EVENTS, WEDDINGS, BIRTHDAY PARTIES ETC. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-02
S63 Uniform Securities Agent State Law Examination 2004-08-03
  • S65 Uniform Investment Adviser Law Examination
    2007-03-02
  • S63 Uniform Securities Agent State Law Examination
    2004-08-03
Other Names
  • Kanan Mehren
  • Kanan Tucson Mehren

View on SEC IAPD

More in Kahuku, HI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor