Kevin Dean Morrison

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

• 09/2010 → Present
  J.P. Morgan Securities Llc
  Summit, NJ
• 11/2016 → Present
  Jpmorgan Chase Bank, N.A.
  Summit, NJ

Other Businesses

Entity Name: KIPP Team Academy Charter School Investment related: Yes Address: 60 Park Place Newark, NJ 07102 Nature of the other business: THE SCHOOL OFFERS AN ACADEMIC PROGRAM TO ASSIST CHILDREN IN DISCOVERING THEIR TALENTS AND PROVIDES A COMMUNITY RESOURCE AND A MEANS TO UNITE PARENTS AND TEACHERS. Position/Title/Relationship: Trustee Start Date: 22-Oct-2019 Approximate # of hours a month: 2-5 hours per month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Board of Trustees

Exams

• S66 Uniform Combined State Law Examination
  2021-10-15
• S63 Uniform Securities Agent State Law Examination
  2002-11-19

Designations

• Chartered Financial Analyst