Martha Ruth Egli
Investment adviser representative at J.P. Morgan Securities LLC
3 yearsExperience
1 stateRegistered 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
3 years in the industry.
- J.P. Morgan Securities LLCDec 2019 to now
- JP Morgan Chase Bank, N.A.Dec 2019 to now
- Ridesharing CompaniesJun 2017 to Apr 2018
- B.B. Graham & Company IncJul 2016 to Dec 2019
- Per Stirling Capital ManagementMay 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (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
- 4467744
- Firm CRD
- 79