Joseph A Kieffer
Investment adviser representative at J.P. Morgan Securities LLC
26 yearsExperience
3 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
26 years in the industry.
- Moon Sand Properties, Ltd.Sep 2021 to now
- Moon Light Properties, Ltd.Jun 2017 to now
- Patty's Dance Center, LLCJun 2017 to now
- J.P. Morgan Securities LLCOct 2012 to now
- JPMorgan Chase Bank, NA.Apr 2000 to now
- Moon Sand, Ltd.Sep 2021 to Apr 2026
- The Dancer's ClosetSep 2020 to Sep 2025
- 215 Northtowne, LLC.Nov 2018 to Apr 2026
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 3 states (IL, OH, 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
- 4448768
- Firm CRD
- 79