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Madeline Casey Kirby

J.P. Morgan Securities LLC

New Orleans, LA

CRD 6847229

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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
LA RA APPROVED 2024-03-28
TX RA APPROVED 2024-03-27
  • LA RA
    APPROVED
    Since 2024-03-28
  • TX RA
    APPROVED
    Since 2024-03-27

Branch Locations

201 Saint Charles Ave Floor 28, New Orleans, LA 70170 • 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
Jp Morgan Chase Bank Na New Orleans LA 08/2017 Present
Jpmorgan Securities Llc New Orleans LA 08/2017 Present
Tulane University New Orleans LA 08/2015 05/2017
Homemaker Covington LA 05/2017 08/2017
  • 08/2017 → Present
    Jp Morgan Chase Bank Na
    New Orleans, LA
  • 08/2017 → Present
    Jpmorgan Securities Llc
    New Orleans, LA
  • 08/2015 → 05/2017
    Tulane University
    New Orleans, LA
  • 05/2017 → 08/2017
    Homemaker
    Covington, LA
Other Businesses

Entity Name: Corner Post Enterprises, LLC Investment related: No "Address: 766 Arrow Trail, Bozeman, MT 59718 cpostllc.com " Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/02/2023 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Business development and consulting for real estate, construction, project management, etc. My family member is starting the company and gifting me and my husband each a 1% interest in the new company. We will have no responsibilities and I will not have a role similar to my job at JPMC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-27
S63 Uniform Securities Agent State Law Examination 2017-11-10
  • S65 Uniform Investment Adviser Law Examination
    2024-03-27
  • S63 Uniform Securities Agent State Law Examination
    2017-11-10
Other Names
  • Madeline Leigh Casey
  • Madeline Kirby

View on SEC IAPD

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