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Julian Lawrence Kiernan

J.P. Morgan Securities LLC

New York, NY

CRD 7385047

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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
NY RA APPROVED 2024-03-22
TX RA APPROVED 2022-11-17
  • NY RA
    APPROVED
    Since 2024-03-22
  • TX RA
    APPROVED
    Since 2022-11-17

Branch Locations

270 Park Avenue Floors 24 And 25, New York, NY 10017 • 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
Jpmorgan Chase Bank Na New Orleans LA 05/2021 Present
Jpmorgan Securities Llc New Orleans LA 05/2021 Present
Cambridge Associates Arlington VA 07/2020 05/2021
Encore Boston Harbor (Wynn Resorts) Everett MA 06/2019 08/2019
Invest In Heads Gmbh& Co Kg Stuttgart 06/2018 08/2018
Tulane University New Orleans LA 08/2016 05/2020
Unemployed Winchester MA 06/2020 06/2020
  • 05/2021 → Present
    Jpmorgan Chase Bank Na
    New Orleans, LA
  • 05/2021 → Present
    Jpmorgan Securities Llc
    New Orleans, LA
  • 07/2020 → 05/2021
    Cambridge Associates
    Arlington, VA
  • 06/2019 → 08/2019
    Encore Boston Harbor (Wynn Resorts)
    Everett, MA
  • 06/2018 → 08/2018
    Invest In Heads Gmbh& Co Kg
    Stuttgart
  • 08/2016 → 05/2020
    Tulane University
    New Orleans, LA
  • 06/2020 → 06/2020
    Unemployed
    Winchester, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-07
  • S66 Uniform Combined State Law Examination
    2021-08-07

View on SEC IAPD

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