John K. Schaefer
Investment adviser representative at J.P. Morgan Securities LLC
26 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you John K. Schaefer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- J.P. Morgan Securities LLCApr 2021 to now
- J.P. Morgan Chase Bank, N.A.Apr 2021 to now
- UnemployedMar 2021 to Mar 2021
- The Huntington National BankNov 2017 to Feb 2021
- The Huntington Investment CompanyOct 2017 to Jan 2021
- PNC InvestmentsDec 2010 to Nov 2017
- PNC BankOct 2000 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (PA).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2272263
- Firm CRD
- 79