Jason W. Cowie
Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business
Are you Jason W. Cowie? 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
11 years in the industry.
- J.P. Morgan Securities LLCApr 2018 to now
- JPMorgan Chase Bank, N.A.Apr 2018 to now
- Bloom Associates IncAug 2017 to Mar 2018
- Cetera Financial Specialists LLCAug 2017 to Mar 2018
- Cetera Investment Advisers LLCAug 2017 to Mar 2018
- UnemployedJun 2017 to Jul 2017
- Highland Capital Funds Distributor, Inc.Jun 2016 to May 2017
- Highland CapitalDec 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2014
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
- 4899288
- Firm CRD
- 79