Kieran Locke

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

• 01/2016 → Present
  J.P. Morgan Securities Llc
  Miami, FL
• 11/2016 → Present
  Jpmorgan Chase Bank, N.A.
  Miami, FL

Other Businesses

Entity Name: Refugee Assistance Alliance Investment related: yes "Address: Miami Florida 33134 https://www.refugeeassistancealliance.org/" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/01/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Refugee assistance - aid for new refugees to the US. My role will be as Treasurer beginning in June which will help keep track of financials, profit and loss, and spending of the organization. My role on the board will be to provide advice and oversight on general operations, fundraising, community engagement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-14
• S63 Uniform Securities Agent State Law Examination
  2016-03-02

Other Names

• Kieran Edmund Locke
• Kieran Edmund Knight Locke