Kevin James Arsenault

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

• 08/2020 → 12/2020
  Rhi General Group
  San Ramon, CA
• 01/2021 → 06/2024
  Wells Fargo
  Salt Lake City, UT
• 04/2020 → 06/2020
  Costco Wholesale
  Tallahassee, FL
• 06/2019 → 08/2019
  First Bank Of The Palm Beaches
  West Palm Beach, FL
• 07/2018 → 09/2019
  Elevate Meal Plans
  Tallahassee, FL
• 09/2014 → 07/2017
  Royal Sandwich Company
  West Palm Beach, FL
• 08/2017 → 06/2018
  Unemployed
  Tallahassee, FL
• 10/2019 → 03/2020
  Unemployed
  Tallahassee, FL
• 07/2020 → 07/2020
  Unemployed
  South Jordan, UT
• 06/2024 → Present
  J.P. Morgan Securities Llc
  Oklahoma City, OK
• 06/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Oklahoma City, OK

Previous Registrations

• 2020-12-15 → 2024-07-09
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2020-12-15

Other Names

• Kevin Arsenault