John Kirkwood

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

• 03/2015 → 05/2019
  Wells Fargo Advisors, Llc
  Radnor, PA
• 03/2015 → 05/2019
  Wells Fargo Clearing Services, Llc
  Radnor, PA
• 06/2019 → 06/2019
  Jp Morgan Chase Bank, N.A.
  North Port, FL
• 06/2019 → 06/2019
  Jp Morgan Securities, Llc
  North Port, FL
• 01/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Port Charlotte  , FL
• 06/2019 → Present
  J.P. Morgan Securities Llc
  Port Charlotte , FL

Previous Registrations

• 2015-03-05 → 2019-05-22
  Wells Fargo Clearing Services, Llc
  Newark, DE
  Radnor, PA
  Newark, DE
  Newark, DE
  Wilmington, DE
  Hockessin, DE
  Wilmington, DE
  Hockessin, DE
  Greenville, DE
• 2011-08-17 → 2015-03-03
  M&T Securities, Inc.
  Wilkes-Barre, PA
  Wilmington, DE
  Wilmington, DE
  Wilmington, DE
  Wilmington, DE
  Wilmington, DE
  Buffalo, NY
• 2008-10-30 → 2011-08-29
  Wilmington Brokerage Services Company
  Wilmington, DE
  Wilmington, DE
• 2006-10-30 → 2008-09-26
  Banc Of America Investment Services, Inc.
  Wilmington, DE
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2006-10-27

Other Names

• John Kirkwood
• John Paul Kirkwood