Carlos Alan Kilpatrick

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

• 12/2015 → 11/2022
  J.P Morgan Chase Bank
  Marysville, CA
• 11/2022 → Present
  J.P. Morgan Securities Llc
  Yuba City, CA
• 11/2022 → Present
  J.P Morgan Chase Bank
  Yuba City, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-02-06
• S63 Uniform Securities Agent State Law Examination
  2016-02-25

Other Names

• Carlos Kilpatrick