Kyle Millar

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

• 07/2019 → 04/2023
  The Vanguard Group Inc
  Malvern, PA
• 09/2017 → 05/2019
  Saint Joseph'S University
  Philadelphia, PA
• 05/2018 → 08/2018
  Northwestern Mutual
  Philadelphia, PA
• 06/2013 → 08/2017
  The Union League Of Philadelphia
  Philadelphia, PA
• 08/2015 → 05/2019
  Saint Joseph'S University
  Philadelphia, PA
• 05/2023 → Present
  Jpmorgan Chase Bank Na
  New York, NY
• 05/2023 → Present
  Jpmorgan Securities Llc
  New York, NY
• 06/2019 → 06/2019
  Unemployed
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2023-07-20
• S63 Uniform Securities Agent State Law Examination
  2019-09-06

Other Names

• Kyle Robert Millar
• Kyle Millar