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Kyle Joseph Piersol

J.P. Morgan Securities LLC

Denver, CO

Colorado Springs, CO

CRD 7259239

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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
CO RA APPROVED 2023-02-03
TX RA APPROVED 2023-02-03
  • CO RA
    APPROVED
    Since 2023-02-03
  • TX RA
    APPROVED
    Since 2023-02-03

Branch Locations

2696 S. Colorado Blvd., Denver, CO 80222 • United States

4190 Austin Bluffs Pkwy, Flr 01, Colorado Springs, CO 80918 • 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 Denver CO 09/2022 Present
Jpmorgan Chase Bank, N.A. Denver CO 09/2022 Present
Pacific Premier Trust Denver CO 09/2021 08/2022
Bar Louie Denver CO 09/2020 08/2021
Northwestern Mutual Lakewood CO 05/2020 08/2020
Shoe Fitters (Shoe Box) Albuquerque NM 07/2015 07/2018
Bar Louie Denver CO 11/2018 04/2020
Unemployed Denver CO 08/2018 10/2018
  • 09/2022 → Present
    J.P. Morgan Securities Llc
    Denver, CO
  • 09/2022 → Present
    Jpmorgan Chase Bank, N.A.
    Denver, CO
  • 09/2021 → 08/2022
    Pacific Premier Trust
    Denver, CO
  • 09/2020 → 08/2021
    Bar Louie
    Denver, CO
  • 05/2020 → 08/2020
    Northwestern Mutual
    Lakewood, CO
  • 07/2015 → 07/2018
    Shoe Fitters (Shoe Box)
    Albuquerque, NM
  • 11/2018 → 04/2020
    Bar Louie
    Denver, CO
  • 08/2018 → 10/2018
    Unemployed
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-24
  • S66 Uniform Combined State Law Examination
    2023-01-24

View on SEC IAPD

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