Keith Asplundh

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

• 12/2024 → Present
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
• 12/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Palm Beach Gardens, FL
• 11/2023 → 11/2024
  Corcoran Real Estate
  Palm Beach, FL
• 12/2014 → 10/2023
  Unemployed
  Coral Gables, FL
• 11/2023 → Present
  Corcoran Real Estate
  Palm Beach, FL

Other Businesses

Entity Name: Corcoran Real Estate Investment related: No Address: 400 Royal Palm Way, Palm Beach, FL 33480 https://www.corcoran.com/real-estate-offices/detail/palm-beach/578 Nature of the other business: Real Estate Position/Title/Relationship: Employee/Contractor Start Date: 11/06/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: There is no connection to JPMorganChase and the external role isn't similar to my firm role. I only hold my real estate license with Corcoran and I don't do any work for them.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-03

Other Names

• Keith M Asplundh
• Keith Asplundh
• Keith Mayer Asplundh