Kevin Bast
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
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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
12 years in the industry.
- J.P. Morgan Securities LLCApr 2024 to now
- UnemployedAug 2023 to Apr 2024
- E Trade By Morgan StanleyJan 2022 to Jul 2023
- UnemployedJun 2021 to Jan 2022
- The Vanguard Group, Inc.Aug 2020 to May 2021
- TD AmeritradeMar 2019 to Sep 2020
- Morgan StanleyJul 2018 to Mar 2019
- UnemployedMar 2018 to Jul 2018
- ScottradeMay 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 2977484
- Firm CRD
- 79