Kyle J. Coughlin

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

• 07/2021 → Present
  J.P. Morgan Securities Llc
  New York, NY
• 07/2021 → Present
  Jpmorgan Chase Bank, N.A.
  New York, NY
• 06/2020 → 08/2020
  Jp Morgan Chase
  Atlanta, GA
• 05/2019 → 08/2019
  East Paces Group
  Atlanta, GA
• 05/2018 → 07/2018
  Atlanta Coyotes Lacrosse
  Atlanta, GA
• 05/2018 → 07/2018
  Morgan Stanley
  Atlanta, GA
• 05/2016 → 03/2018
  United Pools Management
  Atlanta, GA
• 08/2017 → 05/2021
  Indiana University
  Atlanta, GA
• 06/2021 → 06/2021
  Unemployed
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2021-10-25

Other Names

• Kyle James Coughlin