Karen E. Stewart
Investment adviser representative at J.P. Morgan Securities LLC
23 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Karen E. Stewart? Claim your profile
Contact this firm
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
23 years in the industry.
- J.P. Morgan Securities LLCSep 2021 to now
- Stewart Telecommunications Co., LLCFeb 2003 to now
- JP Morgan Chase Bank, NASep 2016 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2021
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
- 4482238
- Firm CRD
- 79