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Adam Kotkoski

J.P. Morgan Securities LLC

Kimball, MI

Port Huron, MI

Fort Gratiot, MI

Sandusky, MI

CRD 5299388

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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
MI RA APPROVED 2025-06-24
TX RA APPROVED_RES 2025-06-24
  • MI RA
    APPROVED
    Since 2025-06-24
  • TX RA
    APPROVED_RES
    Since 2025-06-24

Branch Locations

4503 Lapeer Road, Kimball, MI 48074 • United States

1226 24Th Street, Port Huron, MI 48060 • United States

4512 24Th Avenue, Fort Gratiot, MI 48059 • United States

410 W Sanilac Rd, Sandusky, MI 48471 • 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 Sandusky MI 06/2025 Present
Jpmorgan Chase Bank, N.A. Sandusky MI 06/2025 Present
Northwestern Mutual Investment Services, Llc Troy MI 02/2007 06/2025
Northwestern Mutual Troy MI 02/2007 06/2025
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-06
  • S66 Uniform Combined State Law Examination
    2009-03-06
Other Names
  • Adam G Kotkoski
  • Adam Kotkoski
  • Adam Gregory Kotkoski

View on SEC IAPD

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