Jeffrey Burke
Investment adviser representative at J.P. Morgan Securities LLC
18 yearsExperience
2 statesRegistered in
CFADesignation
$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
18 years in the industry.
- J.P. Morgan Securities LLCFeb 2025 to now
- JPMorgan Chase Bank, N.A.Feb 2025 to now
- UnemployedMay 2024 to Jan 2025
- Citi Private Alternatives, LLCMay 2022 to Apr 2024
- Citibank/citigroupApr 2022 to Apr 2024
- Citigroup Global Markets Inc.Apr 2022 to Apr 2024
- UnemployedJan 2019 to Mar 2022
- J.P. Morgan Securities LLCOct 2008 to Dec 2018
- JPMorgan Chase Bank, N.A.Oct 2008 to Dec 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 2434637
- Firm CRD
- 79