Austin Templeton

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

• 08/2019 → 09/2022
  Fidelity Brokerage Services, Llc
  Covington, KY
• 08/2013 → 05/2019
  Eastern Kentucky University
  Richmond, KY
• 07/2016 → 09/2019
  Olive Garden Italian Restaurant
  Richmond, KY
• 10/2014 → 01/2017
  Dick's Sporting Goods
  Richmond, KY
• 06/2020 → 09/2022
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 08/2019 → 09/2022
  Fidelity Investments
  Covington, KY
• 10/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Louisville, KY
• 10/2022 → Present
  J.P. Morgan Securities Llc
  Louisville, KY

Previous Registrations

• 2020-06-22 → 2022-10-18
  Fidelity Personal And Workplace Advisors
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2020-06-19
• S63 Uniform Securities Agent State Law Examination
  2019-11-08

Other Names

• Austin D Templeton
• Austin Templeton
• Austin Dewey Templeton