Kristine Rodarte
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.
- Williams Tool and ManufacturingDec 2022 to now
- J.P. Morgan Securities LLCAug 2020 to now
- JP Morgan Chase Bank, N.A.Aug 2020 to now
- U.S. BankSep 2019 to Aug 2020
- U.S. Bancorp Investments, Inc.Aug 2019 to Sep 2020
- The Wealth Consulting GroupSep 2015 to Aug 2019
- LPL FinancialAug 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5860370
- Firm CRD
- 79