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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
TX RA APPROVED 2026-03-20
VA RA APPROVED 2026-02-16
MO RA APPROVED 2026-02-15
  • TX RA
    APPROVED
    Since 2026-03-20
  • VA RA
    APPROVED
    Since 2026-02-16
  • MO RA
    APPROVED
    Since 2026-02-15

Branch Locations

1300 Greenbrier Pkwy., Chesapeake, VA 23320 • United States

3333 Virginia Beach Blvd, Virginia Beach, VA 23452 • 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
Td Ameritrade St. Louis MO 06/2018 09/2019
Unemployed St. Louis MO 03/2018 06/2018
Jp Morgan Chase Columbus OH 02/2017 02/2018
K-Force Columbus OH 10/2016 02/2017
U.S. Bancorp Investments Bridgeton MO 09/2019 12/2019
U.S. Bancorp Investments, Inc. Bridgeton MO 09/2019 12/2019
Wells Fargo Clearing Services Llc St. Louis MO 01/2021 03/2021
Unemployed St. Louis MO 01/2020 12/2020
Wells Fargo Advisors St. Louis MO 01/2021 03/2021
Jpmorgan Chase Bank, N.A. Virginia Beach VA 03/2021 Present
J.P. Morgan Securities Llc Virginia Beach VA 03/2021 Present
Insight Global Columbus OH 10/2016 10/2016
Td Ameritrade St. Louis MO 06/2018 09/2019
Unemployed Columbus OH 09/2016 09/2016
  • 06/2018 → 09/2019
    Td Ameritrade
    St. Louis, MO
  • 03/2018 → 06/2018
    Unemployed
    St. Louis, MO
  • 02/2017 → 02/2018
    Jp Morgan Chase
    Columbus, OH
  • 10/2016 → 02/2017
    K-Force
    Columbus, OH
  • 09/2019 → 12/2019
    U.S. Bancorp Investments
    Bridgeton, MO
  • 09/2019 → 12/2019
    U.S. Bancorp Investments, Inc.
    Bridgeton, MO
  • 01/2021 → 03/2021
    Wells Fargo Clearing Services Llc
    St. Louis, MO
  • 01/2020 → 12/2020
    Unemployed
    St. Louis, MO
  • 01/2021 → 03/2021
    Wells Fargo Advisors
    St. Louis, MO
  • 03/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Virginia Beach, VA
  • 03/2021 → Present
    Virginia Beach, VA
  • 10/2016 → 10/2016
    Insight Global
    Columbus, OH
  • 06/2018 → 09/2019
    Td Ameritrade
    St. Louis, MO
  • 09/2016 → 09/2016
    Unemployed
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-03
S63 Uniform Securities Agent State Law Examination 2018-07-30
  • S65 Uniform Investment Adviser Law Examination
    2026-01-03
  • S63 Uniform Securities Agent State Law Examination
    2018-07-30
Other Names
  • Kevin Michael Luebbert

View on SEC IAPD

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