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Kayla Gerdts

J.P. Morgan Securities LLC

Sugar Land, TX

Plano, TX

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-20
  • TX RA
    APPROVED
    Since 2025-11-20

Branch Locations

2430 Highway 6, Sugar Land, TX 77478 • United States

8181 Communications Pkwy Ste A, Floor 04, Plano, TX 75024-0242 • 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
J.P. Morgan Securities Llc Sugar Land TX 11/2025 Present
Jpmorgan Chase Bank, N.A. Sugar Land TX 11/2025 Present
Idb Capital Corp. Aventura FL 01/2024 10/2025
Israel Discount Bank/Idb Ny Aventura FL 03/2021 10/2025
Grove Bank And Trust Miami FL 02/2021 03/2021
First American Bank Miami FL 09/2019 02/2021
All Star Assets Inc Miami FL 09/2020 09/2020
Starbucks Miami FL 11/2017 12/2019
Carters Inc Miami FL 07/2017 11/2017
My Gym Miami FL 06/2016 10/2017
  • 11/2025 → Present
    J.P. Morgan Securities Llc
    Sugar Land, TX
  • 11/2025 → Present
    Jpmorgan Chase Bank, N.A.
    Sugar Land, TX
  • 01/2024 → 10/2025
    Idb Capital Corp.
    Aventura, FL
  • 03/2021 → 10/2025
    Israel Discount Bank/Idb Ny
    Aventura, FL
  • 02/2021 → 03/2021
    Grove Bank And Trust
    Miami, FL
  • 09/2019 → 02/2021
    First American Bank
    Miami, FL
  • 09/2020 → 09/2020
    All Star Assets Inc
    Miami, FL
  • 11/2017 → 12/2019
    Starbucks
    Miami, FL
  • 07/2017 → 11/2017
    Carters Inc
    Miami, FL
  • 06/2016 → 10/2017
    My Gym
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-20
  • S66 Uniform Combined State Law Examination
    2024-06-20

View on SEC IAPD

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WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE · SUGAR LAND, TX
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