Kevin M. Sheehy

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

• 01/2015 → 09/2019
  Smbc
  New York, NY
• 09/2019 → 06/2023
  Mufg Securities Americas Inc
  New York, NY
• 12/2022 → 06/2023
  Mufg Bank, Ltd.
  New York, NY
• 07/2023 → 02/2024
  Rbc Capital Markets, Llc
  New York, NY
• 09/2024 → 11/2025
  American Capital Partners Llc
  Hauppauge, NY
• 03/2024 → 08/2024
  Unemployed
  New York, NY
• 09/2024 → 11/2025
  Partners Capital Services Inc.
  Hauppauge, NY
• 11/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Garden City, NY
• 11/2025 → Present
  J.P. Morgan Securities Llc
  Garden City, NY

Previous Registrations

• 2024-09-17 → 2025-12-03
  Partners Capital Services, Inc.
  Hauppauge, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-12
• S63 Uniform Securities Agent State Law Examination
  2020-02-21

Other Names

• Kevin Sheehy
• Kevin Matthew Sheehy