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Sean Burke

Investment adviser representative at J.P. Morgan Securities LLC
15 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

15 years in the industry.

  1. J.P. Morgan Securities LLCJul 2021 to now
  2. JPMorgan Chase Bank, N.A.Jul 2021 to now
  3. Edward JonesFeb 2021 to Jun 2021
  4. UnemployedNov 2020 to Jan 2021
  5. Franklin Templeton Financial Services CorpJul 2019 to Oct 2020
  6. Bebermeyer Chand & Burke IncApr 2010 to Feb 2026
  7. Franklin/templeton Distributors, IncJun 2006 to Oct 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
5164420
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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