Derek S. Kasper

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

• 09/2014 → 07/2022
  Wells Fargo Bank Na
  Inner Grove Heights, MN
• 09/2014 → 07/2022
  Wells Fargo Advisors, Llc.
  Inner Grove Heights, MN
• 09/2014 → 07/2022
  Wells Fargo Clearing Services, Llc
  Inner Grove Heights, MN
• 08/2022 → Present
  J.P. Morgan Securities Llc
  Apple Valley, MN
• 08/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Apple Valley, MN
• 12/2025 → Present
  Mn Basketball Club
  Apple Valley, MN

Previous Registrations

• 2017-10-13 → 2022-08-17
  Wells Fargo Clearing Services, Llc
  Inver Grove Heights, MN
  Minneapolis, MN
  Wayzata, MN
  Eagan, MN
  Minneapolis, MN

Other Businesses

Entity Name: MN Basketball Club Investment related: No Address: Private Residence Nature of the other business: Sports Position/Title/Relationship: Owner/Partner Start Date: 12/31/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is my wifes company. She will be running basketball clinics and provides individual training to kids. My role is just as a silent owner.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-13
• S63 Uniform Securities Agent State Law Examination
  2013-02-26

Other Names

• Derek S Kasper
• Derek Kasper
• Derek Steven Kasper