Kyle Kazmer

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

• 06/2013 → Present
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 06/2013 → Present
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA
• 09/2021 → Present
  Redeemer Ranch Llc
  Moorpark, CA

Previous Registrations

• 2013-01-14 → 2013-05-17
  Msi Financial Services, Inc.
  Pasadena, CA
  Los Angeles, CA

Other Businesses

Entity Name: Redeemer Ranch LLC Investment related: No Address: Moorpark, CA 93021 Nature of the other business: Ranching Position/Title/Relationship: Owner/Partner Start Date: 09/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Owner with my spouse of our avocado/mandarin ranch and renting out parts of the property. Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-22

Other Names

• Kyle Michael Kazmer