Kyle Adam Ratz

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

• 09/2014 → 07/2022
  Ernst And Young Llp
  Secaucus, NJ
• 07/2022 → 07/2023
  First Republic Investment Management, Inc.
  New York, NY
• 11/2023 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2023 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY

Previous Registrations

• 2022-07-27 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 2014-10-28 → 2022-11-22
  Ernst & Young Investment Advisers Llp
  Secaucus, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-06
• S65 Uniform Investment Adviser Law Examination
  2014-10-20

Designations

• Certified Financial Planner

Other Names

• Kyle A Ratz
• Kyle Adam Ratz