Alexia L Ball
Investment adviser representative at J.P. Morgan Securities LLC
28 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
28 years in the industry.
- J.P. Morgan Securities LLCFeb 2024 to now
- JPMorgan Chase Bank, N.A.Feb 2024 to now
- PNC InvestmentsNov 2021 to Feb 2024
- Jackson HewittNov 2021 to Apr 2022
- RandstandJul 2021 to Oct 2021
- New Horizons of Missala IncMar 2021 to Jan 2022
- Cambridge Investment Research Advisors, Inc.Dec 2018 to Nov 2021
- Cambridge Investment Research, Inc.Dec 2018 to Nov 2021
- First Command Advisory ServicesDec 2015 to Nov 2018
- First Command Financial Planning, Inc.Jan 1998 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 4162008
- Firm CRD
- 79