Kelsey Latour Bogle

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

• 11/2015 → 03/2019
  Morgan Stanley
  New York, NY
• 08/2021 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 08/2021 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 04/2019 → 08/2019
  Unemployed
  New York, NY
• 06/2020 → 08/2020
  Jpmorgan Chase Na
  New York, NY
• 09/2020 → 03/2021
  Unemployed
  Nashville, TN
• 08/2019 → 05/2020
  Unemployed
  Nashville, TN
• 03/2021 → 07/2021
  Unemployed
  Bronxville, NY

Previous Registrations

• 2015-11-16 → 2019-04-04
  Morgan Stanley
  New York, NY
  New York, NY
• 2015-04-29 → 2015-12-08
  Credit Suisse Securities (Usa) Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-11-08

Other Names

• Kelsey L Bogle