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Paul A Kersell

J.P. Morgan Securities LLC

Lancaster, OH

CRD 3157622

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-02-05
  • OH RA
    APPROVED
    Since 2024-02-05

Branch Locations

123 South Broad Street, Lancaster, OH 43130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Reynoldsburg OH 11/2023 Present
Jpmorgan Chase Bank, N.A. Reynoldsburg OH 04/2001 Present
Natural Resources Conservation Service Lancaster OH 05/2021 Present
  • 11/2023 → Present
    Reynoldsburg, OH
  • 04/2001 → Present
    Jpmorgan Chase Bank, N.A.
    Reynoldsburg, OH
  • 05/2021 → Present
    Natural Resources Conservation Service
    Lancaster, OH
Other Businesses

Entity Name: Natural Resources Conservation Service Investment related: No Address: 765 Eaton Hollow Road, Lancaster, OH 43130 Nature of the other business: Land Maintenance Position/Title/Relationship: Owner/Partner Start Date: 05/20/2021 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: cost sharing contract with NRCS of Ohio for land maintenance/upkeep.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-05
  • S66 Uniform Combined State Law Examination
    2024-02-05
Other Names
  • Paul Allen Kersell

View on SEC IAPD

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