Jake H. Karp

Current Employers

Employment History

• 07/2018 → 10/2020
  J.P. Morgan Securites Llc
  New York, NY
• 07/2018 → 10/2020
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 05/2017 → 08/2017
  Bank Of America
  New York, NY
• 05/2017 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  New York, NY
• 09/2016 → 04/2017
  Unemployed
  Livingston, NJ
• 09/2017 → 06/2018
  Unemployed
  Livingston, NJ
• 10/2020 → 05/2021
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 10/2020 → 05/2021
  Jpmorgan Securities Llc
  New York, NY
• 05/2021 → 11/2025
  Morgan Stanley Smith Barney Llc
  New York, NY
• 11/2025 → Present
  Kestra Investment Services, Llc
  Paramus, NJ
• 11/2025 → Present
  Kestra Advisory Services, Llc
  Paramus, NJ

Previous Registrations

• 2021-05-17 → 2025-11-17
  Morgan Stanley
  New York, NY

Other Businesses

NAME: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/24/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR NAME: WEALTH PRESERVATION SOLUTIONS, LLC POSITION: Senior Wealth Manager NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 134 START DATE: 11/24/2025 ADDRESS: 45 EISENHOWER DR, SUITE 550, PARAMUS NJ 07652, United States DESCRIPTION: Advising clients on wealth planning, investment strategy in coordination with their estate plan.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-27
• S63 Uniform Securities Agent State Law Examination
  2018-08-24

Other Names

• Jake H Karp
• Jake Karp
• Jake Harlin Karp
• Jake H. Karp