Sean M. Myers
Investment adviser representative at J.P. Morgan Securities LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$429.7BFirm assets
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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
20 years in the industry.
- J.P. Morgan Securities LLCDec 2024 to now
- JPMorgan Chase Bank, N.A.Oct 2024 to now
- Morgan StanleyMay 2022 to Oct 2024
- Empower/personal Capital Advisors CorporationSep 2021 to May 2022
- Personal Capital Advisors CorporationSep 2021 to May 2022
- Integrity Funds Distributor, LLCOct 2019 to Sep 2021
- Integrity Viking FundsOct 2019 to Sep 2021
- UnemployedMay 2019 to Oct 2019
- Cantor Fitzgerald & Co.Jun 2018 to May 2019
- Cantor Fitzgerald Investment AdvisorsJun 2018 to May 2019
- Fifth Third BankJan 2018 to May 2018
- Fifth Third Securities, Inc.Jan 2018 to May 2018
- UnemployedJun 2017 to Jan 2018
- Ivy Distributor, Inc.Jan 2012 to Jun 2017
- Ivy InvestmentsMay 2006 to Jun 2017
- Waddell & ReedMay 2006 to Jun 2017
- Waddell & Reed Financial, Inc.May 2006 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2428151
- Firm CRD
- 79