Keeley Brogan
Investment adviser representative at J.P. Morgan Securities LLC
19 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Keeley Brogan? 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
19 years in the industry.
- J.P. Morgan Securities LLCDec 2022 to now
- JPMorgan Chase Bank NAMay 2021 to now
- JPMorgan Securities LLCMay 2021 to now
- Fernwood Management LLCDec 2019 to May 2021
- JPMorgan Securities LLCNov 2007 to Dec 2019
- JPMorgan Chase Bank NAFeb 2007 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser 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
- 4828070
- Firm CRD
- 79