Kurt A Meyers
Investment adviser representative at J.P. Morgan Securities LLC
18 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Kurt A Meyers? 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
18 years in the industry.
- J.P. Morgan Securities LLCAug 2025 to now
- Strategic Advisers LLCMar 2025 to Aug 2025
- Fidelity Brokerage Services LLCOct 2022 to Aug 2025
- Fidelity InvestmentsOct 2022 to Aug 2025
- UnemployedSep 2022 to Sep 2022
- Robinhood Markets, IncJun 2022 to Aug 2022
- Robinhood Financial. LLCFeb 2021 to Aug 2022
- TD Ameritrade Investment Management, LLCNov 2009 to Dec 2020
- TD Ameritrade, Inc.Feb 2007 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 2623997
- Firm CRD
- 79