James Keisel

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

• 01/2018 → 09/2018
  Td Ameritrade
  South Lake, TX
• 07/2013 → 12/2017
  Mathnasium
  Flower Mound, TX
• 09/2018 → 02/2019
  Online Trading Academy
  Brooklyn, NY
• 03/2019 → 11/2020
  Td Ameritrade
  New York, NY
• 12/2020 → Present
  Jpmorgan Securities Llc
  New York, NY
• 09/2017 → 09/2017
  Extreme Reach
  Dallas, TX
• 01/2017 → 11/2021
  The Tutor Nyc
  New York, NY
• 11/2021 → 09/2025
  The Tutor Nyc
  New York, NY
• 09/2025 → Present
  Lyons Den Ventures Llc
  Sheridan, WY

Previous Registrations

• 2019-10-01 → 2020-11-24
  Td Ameritrade, Inc.
  New York, NY
• 2019-09-30 → 2020-11-24
  Td Ameritrade Investment Management, Llc
  New York, NY

Other Businesses

Entity Name: Lyons Den Ventures LLC Investment related: No Address: 1309 Coffeen avenue ste 1200 Sheridan Wyoming 82801 Nature of the other business: Martial Arts Position/Title/Relationship: Owner/Partner Start Date: 09/29/2025 Approximate # of hours a Week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is an llc setup to invest in private martial arts studio

Exams

• S66 Uniform Combined State Law Examination
  2019-09-27
• S63 Uniform Securities Agent State Law Examination
  2018-02-20

Other Names

• James Lyons Jr Keisel
• James Lyons Keisel