Kyle Dowman

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

• 06/2019 → Present
  Jpmorgan Chase Bank Na
  San Francisco, CA
• 06/2019 → Present
  Jpmorgan Securities Llc
  San Francisco, CA
• 02/2018 → 06/2019
  First Republic Bank
  San Francisco, CA
• 03/2015 → 02/2018
  Us Bancorp
  Jackson, WY

Other Businesses

Entity Name: St. James Preschool Investment related: No "Address: https://www.stjamespreschoolsf.org/ 4620 California Street San Francisco, CA, 94118 415.629.4195" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 10/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: St. James Preschool is a non-profit preschool that my daughter attends. I have joined the Board and am a member of the Finance Committee. This group provides oversight of the school's financial health and strategic planning, including budget development, financial reporting, reserves management and adherence to fiscal policies.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-07
• S63 Uniform Securities Agent State Law Examination
  2019-08-08

Other Names

• Kyle R Dowman
• Kyle Robert Dowman