Michael M. Kowalski
Investment adviser representative at J.P. Morgan Securities LLC
14 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
14 years in the industry.
- J.P. Morgan Securities LLCSep 2020 to now
- JPMorgan Chase Bank, N.A.Sep 2020 to now
- USAA Investment Services CompanyJun 2020 to Aug 2020
- Strategic Staffing SolutionsJul 2019 to Aug 2020
- USAA Financial Advisors IncJul 2019 to Jun 2020
- UnemployedMay 2019 to Jul 2019
- The Vanguard Group, Inc.May 2018 to May 2019
- UnemployedSep 2017 to May 2018
- Bank of America/merrill LynchAug 2017 to Sep 2017
- UnemployedMay 2017 to Aug 2017
- AIG Financial Advisors/sagepoint Financial/advisor GroupAug 2006 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2026
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
- 4872747
- Firm CRD
- 79