Kyle Joseph Junda

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

• 07/2024 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2024 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 06/2023 → 08/2023
  J.P. Morgan
  New York, NY
• 06/2022 → 07/2022
  Wells Fargo
  East Hanover, NJ
• 07/2014 → 04/2017
  Unemployed
  East Hanover, NJ
• 08/2020 → 06/2024
  Penn State University
  State College, PA
• 10/2019 → 07/2020
  Unemployed
  East Hanover, NJ
• 05/2017 → 09/2019
  Hoop Heaven
  Whippany, NJ
• 11/2023 → Present
  Ascend Club Llc
  Wilmington, NC

Other Businesses

I currently am engaged in another business, where I am the sole-proprietor. The business is a clothing brand called Ascend Club, so it is not investment-related. The business is ran out of my prior residence: 852 Bedminister Lane, Wilmington, NC 28405. Since founding this clothing brand in December 2023, my role has primarily involved processing orders and engaging in marketing initiatives. I devote under 10 hours/month to this business, with 0 devoted during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-08

Other Names

• Kyle Junda