Terence A Prokop
Investment adviser representative at J.P. Morgan Securities LLC
11 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
11 years in the industry.
- J.P. Morgan Securities LLCJan 2023 to now
- Westpoint/massmutual Life Insurance CoSep 2022 to Dec 2022
- Denis Kelly/wespoint/mass MutualOct 2021 to Sep 2022
- UnemployedJul 2020 to Oct 2021
- MetisMar 2020 to Jun 2020
- UnemployedJan 2020 to Feb 2020
- Teach for AmericaJun 2019 to Dec 2019
- UnemployedFeb 2019 to Jun 2019
- AuslJun 2018 to Feb 2019
- Chicago Heights Sd170Sep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 4549674
- Firm CRD
- 79