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Kyle Foster-Klaus

J.P. Morgan Securities LLC

Gold Canyon, AZ

CRD 7438904

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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
AZ RA APPROVED 2024-10-29
  • AZ RA
    APPROVED
    Since 2024-10-29

Branch Locations

5305 S. Superstition Mountain Drive, Gold Canyon, AZ 85118 • 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, N.A. Mesa AZ 07/2019 Present
J.P. Morgan Securities Llc Mesa AZ 08/2021 Present
Hollister Co Phoenix AZ 01/2018 04/2019
East Mesa Auto Mesa AZ 05/2017 08/2017
Unemployed Mesa AZ 09/2017 12/2017
Stars Sports Mesa AZ 03/2015 08/2017
  • 07/2019 → Present
    Jpmorgan Chase Bank, N.A.
    Mesa, AZ
  • 08/2021 → Present
    J.P. Morgan Securities Llc
    Mesa, AZ
  • 01/2018 → 04/2019
    Hollister Co
    Phoenix, AZ
  • 05/2017 → 08/2017
    East Mesa Auto
    Mesa, AZ
  • 09/2017 → 12/2017
    Unemployed
    Mesa, AZ
  • 03/2015 → 08/2017
    Stars Sports
    Mesa, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-28
S63 Uniform Securities Agent State Law Examination 2021-10-29
  • S66 Uniform Combined State Law Examination
    2024-10-28
  • S63 Uniform Securities Agent State Law Examination
    2021-10-29
Other Names
  • Kyle Klaus
  • Kyle Shortell Foster-Klaus

View on SEC IAPD

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