Joseph Reedy
Investment adviser representative at J.P. Morgan Securities LLC
19 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
19 years in the industry.
- J.P. Morgan Securities LLCNov 2022 to now
- JPMorgan Chase Bank, N.A.Nov 2022 to now
- Cetera Investment Advisers LLCMar 2020 to Oct 2022
- Cetera Investment Services LLCMar 2020 to Oct 2022
- Regions Bank/regions InvestmentsMar 2020 to Oct 2022
- AXA Advisors, LLCApr 2018 to Mar 2020
- Equitable Financial Life Ins CoApr 2018 to Mar 2020
- Fifth Third Securities, IncSep 2007 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 3 states (IN, TN, 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
- 4479153
- Firm CRD
- 79