Best Investors Account Sign in

Kevin Connors Mccooey

J.P. Morgan Securities LLC

New York, NY

CRD 3215211

Claim This Profile
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
NY RA APPROVED 2021-05-03
LA RA APPROVED 2015-11-24
NC RA APPROVED 2015-10-30
OH RA APPROVED 2015-10-30
PA RA APPROVED 2015-10-30
TX RA APPROVED 2015-10-30
  • NY RA
    APPROVED
    Since 2021-05-03
  • LA RA
    APPROVED
    Since 2015-11-24
  • NC RA
    APPROVED
    Since 2015-10-30
  • OH RA
    APPROVED
    Since 2015-10-30
  • PA RA
    APPROVED
    Since 2015-10-30
  • TX RA
    APPROVED
    Since 2015-10-30

Branch Locations

277 Park Avenue 2Nd & 3Rd Floor, New York, NY 10172 • 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 York NY 10/2015 Present
Jp Morgan Securities Llc New York NY 10/2015 Present
Eat The Change Bethesda MD 09/2023 Present
  • 10/2015 → Present
    Jp Morgan Chase Bank Na
    New York, NY
  • 10/2015 → Present
    New York, NY
  • 09/2023 → Present
    Eat The Change
    Bethesda, MD
Previous Registrations
  • 2009-01-21 → 2015-11-12
    Barclays Capital Inc.
    New York, NY
    New York, NY
  • 2008-04-15 → 2008-10-15
    Lehman Brothers Inc.
    New York, NY
    New York, NY
    New York, NY
Other Businesses

Entity Name: Eat the Change Investment related: No "Address: 4827 Bethesda Avenue Bethesda, MD 20814 https://eatthechange.com/" Nature of the other business: Natural Health Products Position/Title/Relationship: Owner/Partner Start Date: 09/29/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Healthy snacks and drinks Entity Name: Lovevery Investment related: No "Address: RYE,New York,10580,lovevery.com" Nature of the other business: Child Development Position/Title/Relationship: Owner/Partner Start Date: 09/15/2022 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: childhood development Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-24
S63 Uniform Securities Agent State Law Examination 2000-06-27
  • S65 Uniform Investment Adviser Law Examination
    2008-04-24
  • S63 Uniform Securities Agent State Law Examination
    2000-06-27

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor