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
IN RA APPROVED 2024-09-25
FL RA APPROVED 2024-09-19
NJ RA APPROVED 2024-09-18
TX RA APPROVED 2024-09-17
NY RA APPROVED 2024-09-16
  • IN RA
    APPROVED
    Since 2024-09-25
  • FL RA
    APPROVED
    Since 2024-09-19
  • NJ RA
    APPROVED
    Since 2024-09-18
  • TX RA
    APPROVED
    Since 2024-09-17
  • NY RA
    APPROVED
    Since 2024-09-16

Branch Locations

925 Westchester Ave, West Harrison, NY 10604 • United States

1755 Monroe Avenue, Rochester, NY 14618 • 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 Rochester NY 12/2018 Present
Jp Morgan Chase Bank, N.A. Rochester NY 12/2018 Present
Broadleaf Results, Inc. Williamsville NY 08/2018 11/2018
Sport Changes Life Belfast 08/2017 05/2018
Lakeview Valet Rochester NY 06/2016 08/2017
Northwestern Mutual Investment Services, Llc Rochester NY 05/2016 12/2016
St. John Fisher College Rochester NY 09/2013 12/2016
Board 60 International Assoc Of Approved Basketball Officials Pittsford NY 12/2018 Present
  • 12/2018 → Present
    Rochester, NY
  • 12/2018 → Present
    Jp Morgan Chase Bank, N.A.
    Rochester, NY
  • 08/2018 → 11/2018
    Broadleaf Results, Inc.
    Williamsville, NY
  • 08/2017 → 05/2018
    Sport Changes Life
    Belfast
  • 06/2016 → 08/2017
    Lakeview Valet
    Rochester, NY
  • 05/2016 → 12/2016
    Northwestern Mutual Investment Services, Llc
    Rochester, NY
  • 09/2013 → 12/2016
    St. John Fisher College
    Rochester, NY
  • 12/2018 → Present
    Board 60 International Assoc Of Approved Basketball Officials
    Pittsford, NY
Other Businesses

ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: ROCHESTER BOARD 60 INTERNATIONAL ASSOCIATION OF APPROVED BASKETBALL OFFICIALS POSITION: BASKETBALL OFFICIAL START DATE: 12/1/2018 ADDRESS: 34 Pittsford, NY DETAILS: BASKETBALL OFFICIATING. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 15 HOURS DURING TRADING: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-06
S63 Uniform Securities Agent State Law Examination 2019-05-20
  • S66 Uniform Combined State Law Examination
    2023-09-06
  • S63 Uniform Securities Agent State Law Examination
    2019-05-20
Other Names
  • Keegan R Ryan
  • Keegan R. Ryan
  • Keegan Robinson Ryan

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in West Harrison, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor