Owen M. Smith
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.
- JPMorgan Chase Bank, N.A.Sep 2023 to now
- J.P. Morgan Securities LLCOct 2020 to now
- JPMorgan Chase Bank, N.A.Oct 2020 to Aug 2023
- The Huntington Investment CompanyApr 2017 to Oct 2020
- The Huntington National Bank, N.A.Apr 2017 to Oct 2020
- UnemployedDec 2016 to Apr 2017
- The Midstate GroupJul 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 5232053
- Firm CRD
- 79