Kevin D Laipcigier

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
FL	RA	APPROVED	2024-12-04

Branch Locations

701 Brickell Ave, Miami, FL 33131 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Jpmorgan Chase Bank, N.A.	Miami	FL	04/2016	Present
J.P. Morgan Securities Llc	Miami	FL	07/2021	07/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Gables	FL	10/2022	Present
Miami-Dade College	Miami	FL	08/2015	07/2017
Florida International University	Miami	FL	08/2017	07/2019
J.P. Morgan Chase	Miami	FL	04/2016	07/2019

04/2016 → Present

Jpmorgan Chase Bank, N.A.

Miami, FL
07/2021 → 07/2021

J.P. Morgan Securities Llc

Miami, FL
10/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gables, FL
08/2015 → 07/2017

Miami-Dade College

Miami, FL
08/2017 → 07/2019

Florida International University

Miami, FL
04/2016 → 07/2019

J.P. Morgan Chase

Miami, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-22
S63	Uniform Securities Agent State Law Examination	2022-02-17