Kelly Chapman

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

• 07/2025 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2025 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 09/2024 → 06/2025
  Unemployed
  Winston-Salem, NC
• 06/2024 → 08/2024
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 08/2023 → 06/2024
  Unemployed
  Winston-Salem, NC
• 06/2023 → 08/2023
  The Riverside Company
  New York, NY
• 05/2023 → 06/2023
  Unemployed
  Fairfield, CT
• 09/2022 → 04/2023
  Crown Partners Llc
  Winston-Salem, NC
• 05/2022 → 08/2022
  The Pantry Llc
  Winston-Salem, NC
• 02/2022 → 04/2022
  Unemployed
  Fairfield, CT
• 12/2021 → 01/2022
  The Pantry Llc
  Winston-Salem, NC
• 08/2021 → 11/2021
  Unemployed
  Winston-Salem, NC
• 04/2021 → 08/2021
  The Pantry Llc
  Fairfield, CT
• 06/2015 → 04/2021
  Unemployed
  Fairfield, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-09-02

Other Names

• Kelly A Chapman