Simon Winston Kinet

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

• 02/2019 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 02/2019 → 09/2019
  Jpmorgan Securities, Llc.
  Chicago, IL
• 08/2016 → 01/2019
  Jpmorgan Chase Bank
  Chicago, IL
• 10/2019 → Present
  Jpmorgan Securities, Llc.
  Chicago, IL

Previous Registrations

• 2019-08-15 → 2019-09-10
  J.P. Morgan Securities Llc
  Chicago, IL
  New York, NY
  New York, NY

Other Businesses

Effective 10/28/2019 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-15

Other Names

• Simon W J Kinet